Civic Intelligence
Filing

John E. Britt, M.D., P.A. Profit Sharing Plan and Trust

John E. Britt, M.D., P.A. • EIN 65-0288872 • Plan year 2005

Company ProfileSource Archive
Filing Insights

Participants

Down

5 → 1

-4 • -80.00%

Assets

Up

$263,810 → $274,313

$10,503 • 3.98%

Investment Management Fee

-

Admin expenses - • Total expenses $8,808

Filing Details

Context
Net investment result
$10,503
Pension payor EIN
65-0288872

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
201711$218$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-1$218$0-
201611$294$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-1$294$0-
201511$43,451$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-1$43,451$0-
201411$168,032$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-1$168,032$0-
201311$446,541$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-1$446,541$0-
201211$383,725$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-1$383,725$0-
201111$357,497$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-1$357,497$0-
201011$350,806$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-1$350,806$0-
200911$367,362$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-1$367,362$0-
200811$291,996$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-1$291,996--
200711$358,117$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-1$358,117--
200611$307,359$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-1$307,359--
200511$274,313$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and TrustCurrent1$274,313--
200411$0$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-1---
200311$249,149$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-1$249,149--
200214$0$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-4---
200114$0$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-4---
200013$0$0-
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-3---
199911$344,066$9,919$9,919iApproximate average salary by contribution assumption: employee only about $247,975 at 4% or $165,317 at 6%; with 50% employer match about $165,317 at 4% or $110,211 at 6%; with 100% employer match about $123,988 at 4% or $82,658 at 6%.
John E. Britt, M.D., P.A. Profit Sharing Plan and Trust-1$344,066$9,919$9,919iApproximate average salary by contribution assumption: employee only about $247,975 at 4% or $165,317 at 6%; with 50% employer match about $165,317 at 4% or $110,211 at 6%; with 100% employer match about $123,988 at 4% or $82,658 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$274,313$10,503 change

Balance Sheet

Beginning and end of plan year.

Total assets$263,810$274,313Increase +$10,503 (3.98%)
Total liabilities$0$0No change $0
Net assets$263,810$274,313Increase +$10,503 (3.98%)

Contributions

Employer contributions$0
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$19,311
Total expenses$8,808
Net income$10,503
Source fields
Schedule I source fields
Filing Id
84037030347317
Schedule I EIN
65-0288872
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2005-01-01
Schedule I Tax Period
20051231
Small plan total assets at beginning of year
$263,810
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$263,810
Small plan total assets at end of year
$274,313
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$274,313
Small plan employer contributions
$0
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$19,311
Small plan total income
$19,311
Small plan total benefit distributions
$5,584
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$3,224
Small plan total expenses
$8,808
Small plan net income or loss
$10,503
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
Yes
Small Mortg Participants End of year Amount
$21,078
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
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.

Pension & Payor

Payor EIN65-0288872

Transfers

Distributed property value$0
Schedule R source fields
Payor 65-0288872
Filing Id
84037030347317
Schedule R EIN
65-0288872
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2005-01-01
Schedule R Tax Period
20051231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
65-0288872
Pension Payor 02 EIN
58-2023531
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