Fidelity bond in place
Not reported
Bruce W. Russell, M. D. • EIN 63-0592214 • Plan year 2007
Participants
Down14 → 9
-5 • -35.71%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextNo 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
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 0 | $0 | - | - |
| 2020 | 1 | 4 | $1,267,182 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 4 | $1,267,182 | - | - |
| 2019 | 1 | 4 | $1,149,290 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 4 | $1,149,290 | - | - |
| 2018 | 1 | 4 | $990,868 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 4 | $990,868 | - | - |
| 2017 | 1 | 4 | $1,079,008 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 4 | $1,079,008 | - | - |
| 2016 | 1 | 4 | $1,021,605 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 4 | $1,021,605 | - | - |
| 2015 | 1 | 4 | $1,048,957 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 4 | $1,048,957 | - | - |
| 2014 | 1 | 7 | $1,100,547 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 7 | $1,100,547 | - | - |
| 2013 | 1 | 8 | $1,180,693 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 8 | $1,180,693 | $0 | - |
| 2012 | 1 | 13 | $1,155,830 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 13 | $1,155,830 | $0 | - |
| 2011 | 1 | 16 | $1,275,733 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 16 | $1,275,733 | $0 | - |
| 2010 | 1 | 16 | $1,371,467 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 16 | $1,371,467 | $0 | - |
| 2009 | 1 | 16 | $1,399,274 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 16 | $1,399,274 | $0 | - |
| 2008 | 1 | 10 | $0 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 10 | - | - | - |
| 2007 | 1 | 9 | $0 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | Current | 9 | - | - | - |
| 2006 | 1 | 9 | $1,879,744 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 9 | $1,879,744 | - | - |
| 2005 | 1 | 9 | $0 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 9 | - | - | - |
| 2004 | 1 | 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%. |
| 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%. |
| 2003 | 1 | 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%. |
| 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%. |
| 2002 | 1 | 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%. |
| 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%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| Bruce W. Russell, M. D. Keogh Plan | - | 9 | - | - | - |
| 2000 | 1 | 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%. |
| 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%. |
| 1999 | 1 | 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%. |
| 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 R Pension Information
Testing, payor, opinion-letter, and transfer information reported with the filing.