Civic Intelligence
Filing

ANTHONY D. HALL, C.P.A., P.A. DEFINED BENEFIT PLAN

Anthony D. Hall, C.P.A., P.A. • EIN 65-0308179 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Flat

3 → 3

0 • 0.00%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context
Pension payor EIN
65-0308179

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
201516$173,353$50,840$8,473iApproximate average salary by contribution assumption: employee only about $211,833 at 4% or $141,222 at 6%; with 50% employer match about $141,222 at 4% or $94,148 at 6%; with 100% employer match about $105,917 at 4% or $70,611 at 6%.
Anthony D. Hall, CPA, P.A. 401(K) Profit Sharing Plan-6$173,353$50,840$8,473iApproximate average salary by contribution assumption: employee only about $211,833 at 4% or $141,222 at 6%; with 50% employer match about $141,222 at 4% or $94,148 at 6%; with 100% employer match about $105,917 at 4% or $70,611 at 6%.
201416$233,637$43,902$7,317iApproximate average salary by contribution assumption: employee only about $182,925 at 4% or $121,950 at 6%; with 50% employer match about $121,950 at 4% or $81,300 at 6%; with 100% employer match about $91,463 at 4% or $60,975 at 6%.
Anthony D. Hall, CPA, P.A. 401(K) Profit Sharing Plan-6$233,637$43,902$7,317iApproximate average salary by contribution assumption: employee only about $182,925 at 4% or $121,950 at 6%; with 50% employer match about $121,950 at 4% or $81,300 at 6%; with 100% employer match about $91,463 at 4% or $60,975 at 6%.
201316$177,837$43,614$7,269iApproximate average salary by contribution assumption: employee only about $181,725 at 4% or $121,150 at 6%; with 50% employer match about $121,150 at 4% or $80,767 at 6%; with 100% employer match about $90,863 at 4% or $60,575 at 6%.
Anthony D. Hall, CPA, P.A. 401(K) Profit Sharing Plan-6$177,837$43,614$7,269iApproximate average salary by contribution assumption: employee only about $181,725 at 4% or $121,150 at 6%; with 50% employer match about $121,150 at 4% or $80,767 at 6%; with 100% employer match about $90,863 at 4% or $60,575 at 6%.
201226$148,163$40,455$6,743iApproximate average salary by contribution assumption: employee only about $168,563 at 4% or $112,375 at 6%; with 50% employer match about $112,375 at 4% or $74,917 at 6%; with 100% employer match about $84,281 at 4% or $56,188 at 6%.
Anthony D. Hall, CPA, P.A. 401(K) Profit Sharing Plan-6$148,163$40,455$6,743iApproximate average salary by contribution assumption: employee only about $168,563 at 4% or $112,375 at 6%; with 50% employer match about $112,375 at 4% or $74,917 at 6%; with 100% employer match about $84,281 at 4% or $56,188 at 6%.
ANTHONY D. HALL, C.P.A., P.A. DEFINED BENEFIT PLAN-0$0$0-
201125$1,219,295$44,512$8,902iApproximate average salary by contribution assumption: employee only about $222,560 at 4% or $148,373 at 6%; with 50% employer match about $148,373 at 4% or $98,916 at 6%; with 100% employer match about $111,280 at 4% or $74,187 at 6%.
ANTHONY D. HALL, C.P.A., P.A. DEFINED BENEFIT PLAN-0$1,126,863$0-
Anthony D. Hall, CPA, P.A. 401(K) Profit Sharing Plan-5$92,432$44,512$8,902iApproximate average salary by contribution assumption: employee only about $222,560 at 4% or $148,373 at 6%; with 50% employer match about $148,373 at 4% or $98,916 at 6%; with 100% employer match about $111,280 at 4% or $74,187 at 6%.
201025$1,162,982$48,190$9,638iApproximate average salary by contribution assumption: employee only about $240,950 at 4% or $160,633 at 6%; with 50% employer match about $160,633 at 4% or $107,089 at 6%; with 100% employer match about $120,475 at 4% or $80,317 at 6%.
ANTHONY D. HALL, C.P.A., P.A. DEFINED BENEFIT PLAN-0$1,108,351$0-
Anthony D. Hall, CPA, P.A. 401(K) Profit Sharing Plan-5$54,631$48,190$9,638iApproximate average salary by contribution assumption: employee only about $240,950 at 4% or $160,633 at 6%; with 50% employer match about $160,633 at 4% or $107,089 at 6%; with 100% employer match about $120,475 at 4% or $80,317 at 6%.
200910$1,086,064$301,955-
ANTHONY D. HALL, C.P.A., P.A. DEFINED BENEFIT PLAN-0$1,086,064$301,955-
200814$0$0-
ANTHONY D. HALL, C.P.A., P.A. DEFINED BENEFIT PLAN-4---
200713$0$0-
ANTHONY D. HALL, C.P.A., P.A. DEFINED BENEFIT PLANCurrent3---
200613$0$0-
ANTHONY D. HALL, C.P.A., P.A. DEFINED BENEFIT PLAN-3---
200513$0$0-
ANTHONY D. HALL, C.P.A., P.A. DEFINED BENEFIT PLAN-3---
200413$0$0-
ANTHONY D. HALL, C.P.A., P.A. DEFINED BENEFIT PLAN-3---
200312$0$0-
ANTHONY D. HALL, C.P.A., P.A. DEFINED BENEFIT PLAN-2---
Schedule Details

Schedule A

Row 1
Filing Id
84037347315278
Form Id
93407671
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7020378347315020002
Ins Broker 01 Name
FRANK BARRELLA
Ins Broker 01 Street Addr
SIGNATOR INVESTORS, 2255 GLADES RD
Ins Broker 01 City
BOCA RATON
Ins Broker 01 State
FL
Ins Broker 01 ZIP Code
33431
Ins Broker Comm Pd 01 Amount
$5,475
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037347315278
Form Id
93407671
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
7020378347315020002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE COMPANY
Filing Id
84037347315278
Form Id
93407671
Schedule A EIN
65-0308179
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2007-01-01
Schedule A Tax Period
20071231
Ins Carrier Name
JOHN HANCOCK LIFE INSURANCE COMPANY
Ins Carrier EIN
04-1414660
Ins Carrier Naic Code
65099
Ins Contract Num
7522041
Ins Prsn Covered End of year Count
2
Ins Policy From Date
2007-01-01
Ins Policy To Date
2007-12-31
Ins Broker Comm Total Amount
$5,475
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Basis Rates Text
LIFE INS. NOT SUPPLIED BY J.HANCOCK
Pension Prem Paid Total Amount
$82,948
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension Type Alloc Cntrct Indicator
Yes
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost 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 EIN65-0308179

Transfers

Distributed property value$0
Schedule R source fields
Payor 65-0308179
Filing Id
84037347315278
Schedule R EIN
65-0308179
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 payor EIN
65-0308179
Pension Bnft Distribution Sngl Sum Count
1
Pension Elec Satisfy Code 412 Indicator
3
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3
Pension Amdmt Incr Valuation Bnft Indicator
3
Pension Satisfy Cover Basis Code
1