Civic Intelligence
Filing

S Park Mims DMD Money Purchase Pension Plan

S Park Mims DMD • EIN 63-0904116 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Flat

3 → 3

0 • 0.00%

Assets

Up

$349,397 → $427,375

$77,978 • 22.32%

Investment Management Fee

-

Admin expenses - • Total expenses $2,885

Filing Details

Context
Net investment result
$77,978

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

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200912$1,034,189$0-
S Park Mims DMD Psp-2$1,034,189--
200423$811,171$36,819$12,273iApproximate average salary by contribution assumption: employee only about $306,825 at 4% or $204,550 at 6%; with 50% employer match about $204,550 at 4% or $136,367 at 6%; with 100% employer match about $153,413 at 4% or $102,275 at 6%.
S Park Mims DMD Psp-3$800,241$25,478$8,493iApproximate average salary by contribution assumption: employee only about $212,317 at 4% or $141,544 at 6%; with 50% employer match about $141,544 at 4% or $94,363 at 6%; with 100% employer match about $106,158 at 4% or $70,772 at 6%.
S Park Mims DMD Money Purchase Pension Plan-0$10,930$11,341-
200323$1,101,986$25,067$8,356iApproximate average salary by contribution assumption: employee only about $208,892 at 4% or $139,261 at 6%; with 50% employer match about $139,261 at 4% or $92,841 at 6%; with 100% employer match about $104,446 at 4% or $69,631 at 6%.
S Park Mims DMD Psp-3$674,611--
S Park Mims DMD Money Purchase Pension PlanCurrent3$427,375$25,067$8,356iApproximate average salary by contribution assumption: employee only about $208,892 at 4% or $139,261 at 6%; with 50% employer match about $139,261 at 4% or $92,841 at 6%; with 100% employer match about $104,446 at 4% or $69,631 at 6%.
200223$858,054$25,380$8,460iApproximate average salary by contribution assumption: employee only about $211,500 at 4% or $141,000 at 6%; with 50% employer match about $141,000 at 4% or $94,000 at 6%; with 100% employer match about $105,750 at 4% or $70,500 at 6%.
S Park Mims DMD Psp-3$508,657--
S Park Mims DMD Money Purchase Pension Plan-3$349,397$25,380$8,460iApproximate average salary by contribution assumption: employee only about $211,500 at 4% or $141,000 at 6%; with 50% employer match about $141,000 at 4% or $94,000 at 6%; with 100% employer match about $105,750 at 4% or $70,500 at 6%.
200123$0$0-
S Park Mims DMD Psp-3---
S Park Mims DMD Money Purchase Pension Plan-3---
200023$0$0-
S Park Mims DMD Psp-3---
S Park Mims DMD Money Purchase Pension Plan-3---
199923$1,051,510$39,134$13,045iApproximate average salary by contribution assumption: employee only about $326,117 at 4% or $217,411 at 6%; with 50% employer match about $217,411 at 4% or $144,941 at 6%; with 100% employer match about $163,058 at 4% or $108,706 at 6%.
S Park Mims DMD Psp-3$667,692$19,567$6,522iApproximate average salary by contribution assumption: employee only about $163,058 at 4% or $108,706 at 6%; with 50% employer match about $108,706 at 4% or $72,470 at 6%; with 100% employer match about $81,529 at 4% or $54,353 at 6%.
S Park Mims DMD Money Purchase Pension Plan-3$383,818$19,567$6,522iApproximate average salary by contribution assumption: employee only about $163,058 at 4% or $108,706 at 6%; with 50% employer match about $108,706 at 4% or $72,470 at 6%; with 100% employer match about $81,529 at 4% or $54,353 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$427,375$77,978 change

Balance Sheet

Beginning and end of plan year.

Total assets$349,397$427,375Increase +$77,978 (22.32%)
Total liabilities$0$0No change $0
Net assets$349,397$427,375Increase +$77,978 (22.32%)

Contributions

Employer contributions$25,067
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$80,863
Total expenses$2,885
Net income$77,978
Source fields
Schedule I source fields
Filing Id
84037252108564
Schedule I EIN
63-0904116
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$349,397
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$349,397
Small plan total assets at end of year
$427,375
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$427,375
Small plan employer contributions
$25,067
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$55,796
Small plan total income
$80,863
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$2,885
Small plan total expenses
$2,885
Small plan net income or loss
$77,978
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
$250,000
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
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

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
84037252108564
Schedule R EIN
63-0904116
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$25,067
Pension Employer Contribution Paid Amount
$25,067
Pension Funding Deficiency Amount
$0