Civic Intelligence
Filing

Bruce W. Russell, M. D. Keogh Plan

Bruce W. Russell, M. D. • EIN 63-0592214 • Plan year 2007

Filing Insights

Participants

Down

14 → 9

-5 • -35.71%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202110$0$0-
Bruce W. Russell, M. D. Keogh Plan-0$0--
202014$1,267,182$0-
Bruce W. Russell, M. D. Keogh Plan-4$1,267,182--
201914$1,149,290$0-
Bruce W. Russell, M. D. Keogh Plan-4$1,149,290--
201814$990,868$0-
Bruce W. Russell, M. D. Keogh Plan-4$990,868--
201714$1,079,008$0-
Bruce W. Russell, M. D. Keogh Plan-4$1,079,008--
201614$1,021,605$0-
Bruce W. Russell, M. D. Keogh Plan-4$1,021,605--
201514$1,048,957$0-
Bruce W. Russell, M. D. Keogh Plan-4$1,048,957--
201417$1,100,547$0-
Bruce W. Russell, M. D. Keogh Plan-7$1,100,547--
201318$1,180,693$0-
Bruce W. Russell, M. D. Keogh Plan-8$1,180,693$0-
2012113$1,155,830$0-
Bruce W. Russell, M. D. Keogh Plan-13$1,155,830$0-
2011116$1,275,733$0-
Bruce W. Russell, M. D. Keogh Plan-16$1,275,733$0-
2010116$1,371,467$0-
Bruce W. Russell, M. D. Keogh Plan-16$1,371,467$0-
2009116$1,399,274$0-
Bruce W. Russell, M. D. Keogh Plan-16$1,399,274$0-
2008110$0$0-
Bruce W. Russell, M. D. Keogh Plan-10---
200719$0$0-
Bruce W. Russell, M. D. Keogh PlanCurrent9---
200619$1,879,744$0-
Bruce W. Russell, M. D. Keogh Plan-9$1,879,744--
200519$0$0-
Bruce W. Russell, M. D. Keogh Plan-9---
200419$1,550,417$25,000$2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%.
Bruce W. Russell, M. D. Keogh Plan-9$1,550,417$25,000$2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%.
200319$1,183,666$15,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Bruce W. Russell, M. D. Keogh Plan-9$1,183,666$15,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
200219$1,068,681$12,500$1,389iApproximate average salary by contribution assumption: employee only about $34,722 at 4% or $23,148 at 6%; with 50% employer match about $23,148 at 4% or $15,432 at 6%; with 100% employer match about $17,361 at 4% or $11,574 at 6%.
Bruce W. Russell, M. D. Keogh Plan-9$1,068,681$12,500$1,389iApproximate average salary by contribution assumption: employee only about $34,722 at 4% or $23,148 at 6%; with 50% employer match about $23,148 at 4% or $15,432 at 6%; with 100% employer match about $17,361 at 4% or $11,574 at 6%.
200119$0$0-
Bruce W. Russell, M. D. Keogh Plan-9---
200019$1,324,454$20,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
Bruce W. Russell, M. D. Keogh Plan-9$1,324,454$20,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
199919$1,459,498$25,000$2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%.
Bruce W. Russell, M. D. Keogh Plan-9$1,459,498$25,000$2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%.
Schedule Details

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
84037347326298
Schedule R EIN
63-0592214
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1