Civic Intelligence
Filing

Ronald B Workman MD Pa Profit Sharing Plan

Ronald B Workman MD Pa • EIN 63-0816058 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Down

5 → 2

-3 • -60.00%

Assets

Down

$1,019,362 → $937,476

-$81,886 • -8.03%

Investment Management Fee

-

Admin expenses - • Total expenses $104,528

Filing Details

Context
Net investment result
$-81,886

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Yes

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200920$0$0-
Ronald B Workman MD Pa Profit Sharing Plan-0---
Ronald B Workman MD Pa Pension Plan-0---
200820$756,945$0-
Ronald B Workman MD Pa Profit Sharing Plan-0$756,945--
Ronald B Workman MD Pa Pension Plan-0---
200722$0$0-
Ronald B Workman MD Pa Pension Plan-2---
Ronald B Workman MD Pa Profit Sharing Plan-2---
200622$2,011,303$29,500$14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%.
Ronald B Workman MD Pa Profit Sharing Plan-2$1,052,322$17,700$8,850iApproximate average salary by contribution assumption: employee only about $221,250 at 4% or $147,500 at 6%; with 50% employer match about $147,500 at 4% or $98,333 at 6%; with 100% employer match about $110,625 at 4% or $73,750 at 6%.
Ronald B Workman MD Pa Pension Plan-2$958,981$11,800$5,900iApproximate average salary by contribution assumption: employee only about $147,500 at 4% or $98,333 at 6%; with 50% employer match about $98,333 at 4% or $65,556 at 6%; with 100% employer match about $73,750 at 4% or $49,167 at 6%.
200525$1,740,649$26,772$5,354iApproximate average salary by contribution assumption: employee only about $133,860 at 4% or $89,240 at 6%; with 50% employer match about $89,240 at 4% or $59,493 at 6%; with 100% employer match about $66,930 at 4% or $44,620 at 6%.
Ronald B Workman MD Pa Profit Sharing Plan-5$913,040$12,733$2,547iApproximate average salary by contribution assumption: employee only about $63,665 at 4% or $42,443 at 6%; with 50% employer match about $42,443 at 4% or $28,296 at 6%; with 100% employer match about $31,833 at 4% or $21,222 at 6%.
Ronald B Workman MD Pa Pension Plan-4$827,609$14,039$3,510iApproximate average salary by contribution assumption: employee only about $87,744 at 4% or $58,496 at 6%; with 50% employer match about $58,496 at 4% or $38,997 at 6%; with 100% employer match about $43,872 at 4% or $29,248 at 6%.
200425$1,684,718$16,824$3,365iApproximate average salary by contribution assumption: employee only about $84,120 at 4% or $56,080 at 6%; with 50% employer match about $56,080 at 4% or $37,387 at 6%; with 100% employer match about $42,060 at 4% or $28,040 at 6%.
Ronald B Workman MD Pa Profit Sharing Plan-5$893,969--
Ronald B Workman MD Pa Pension Plan-3$790,749$16,824$5,608iApproximate average salary by contribution assumption: employee only about $140,200 at 4% or $93,467 at 6%; with 50% employer match about $93,467 at 4% or $62,311 at 6%; with 100% employer match about $70,100 at 4% or $46,733 at 6%.
200323$1,669,969$17,456$5,819iApproximate average salary by contribution assumption: employee only about $145,467 at 4% or $96,978 at 6%; with 50% employer match about $96,978 at 4% or $64,652 at 6%; with 100% employer match about $72,733 at 4% or $48,489 at 6%.
Ronald B Workman MD Pa Profit Sharing Plan-3$859,229--
Ronald B Workman MD Pa Pension Plan-3$810,740$17,456$5,819iApproximate average salary by contribution assumption: employee only about $145,467 at 4% or $96,978 at 6%; with 50% employer match about $96,978 at 4% or $64,652 at 6%; with 100% employer match about $72,733 at 4% or $48,489 at 6%.
200223$1,314,762$23,463$7,821iApproximate average salary by contribution assumption: employee only about $195,525 at 4% or $130,350 at 6%; with 50% employer match about $130,350 at 4% or $86,900 at 6%; with 100% employer match about $97,763 at 4% or $65,175 at 6%.
Ronald B Workman MD Pa Profit Sharing Plan-3$681,646$3,600$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
Ronald B Workman MD Pa Pension Plan-3$633,116$19,863$6,621iApproximate average salary by contribution assumption: employee only about $165,525 at 4% or $110,350 at 6%; with 50% employer match about $110,350 at 4% or $73,567 at 6%; with 100% employer match about $82,763 at 4% or $55,175 at 6%.
200122$0$0-
Ronald B Workman MD Pa Pension Plan-2---
Ronald B Workman MD Pa Profit Sharing Plan-2---
200022$1,853,437$34,093$17,047iApproximate average salary by contribution assumption: employee only about $426,163 at 4% or $284,108 at 6%; with 50% employer match about $284,108 at 4% or $189,406 at 6%; with 100% employer match about $213,081 at 4% or $142,054 at 6%.
Ronald B Workman MD Pa Profit Sharing PlanCurrent2$937,476$14,351$7,176iApproximate average salary by contribution assumption: employee only about $179,388 at 4% or $119,592 at 6%; with 50% employer match about $119,592 at 4% or $79,728 at 6%; with 100% employer match about $89,694 at 4% or $59,796 at 6%.
Ronald B Workman MD Pa Pension Plan-2$915,961$19,742$9,871iApproximate average salary by contribution assumption: employee only about $246,775 at 4% or $164,517 at 6%; with 50% employer match about $164,517 at 4% or $109,678 at 6%; with 100% employer match about $123,388 at 4% or $82,258 at 6%.
199923$2,140,084$24,895$8,298iApproximate average salary by contribution assumption: employee only about $207,458 at 4% or $138,306 at 6%; with 50% employer match about $138,306 at 4% or $92,204 at 6%; with 100% employer match about $103,729 at 4% or $69,153 at 6%.
Ronald B Workman MD Pa Pension Plan-3$1,120,722$13,782$4,594iApproximate average salary by contribution assumption: employee only about $114,850 at 4% or $76,567 at 6%; with 50% employer match about $76,567 at 4% or $51,044 at 6%; with 100% employer match about $57,425 at 4% or $38,283 at 6%.
Ronald B Workman MD Pa Profit Sharing Plan-3$1,019,362$11,113$3,704iApproximate average salary by contribution assumption: employee only about $92,608 at 4% or $61,739 at 6%; with 50% employer match about $61,739 at 4% or $41,159 at 6%; with 100% employer match about $46,304 at 4% or $30,869 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$937,476-$81,886 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,019,362$937,476Decrease -$81,886 (-8.03%)
Total liabilities$0$0No change $0
Net assets$1,019,362$937,476Decrease -$81,886 (-8.03%)

Contributions

Employer contributions$14,351
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$22,642
Total expenses$104,528
Net income$-81,886
Source fields
Schedule I source fields
Filing Id
84037003473302
Schedule I EIN
63-0816058
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$1,019,362
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,019,362
Small plan total assets at end of year
$937,476
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$937,476
Small plan employer contributions
$14,351
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$8,291
Small plan total income
$22,642
Small plan total benefit distributions
$10,130
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$94,398
Small plan total expenses
$104,528
Small plan net income or loss
$-81,886
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$100,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
Yes
Small Res Terminate Plan Adpt Amount
$0