Fidelity bond in place
No
Filing
Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan
Dodds, Kidd, Ryan & Moore • EIN 71-0363086 • Plan year 2016
Filing Insights
Participants
Down9 → 6
-3 • -33.33%
Assets
Up$1,146,452 → $1,288,996
$142,544 • 12.43%
Investment Management Fee
0.90%$10,955
Admin expenses $10,955 • Total expenses $86,236
Filing Details
Context- Net investment result
- $142,544
Status Flags
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
No
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
No
Plan blackout period
No
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $2,516,686 | $50,784 | $7,255iApproximate average salary by contribution assumption: employee only about $181,371 at 4% or $120,914 at 6%; with 50% employer match about $120,914 at 4% or $80,610 at 6%; with 100% employer match about $90,686 at 4% or $60,457 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 7 | $2,516,686 | $50,784 | $7,255iApproximate average salary by contribution assumption: employee only about $181,371 at 4% or $120,914 at 6%; with 50% employer match about $120,914 at 4% or $80,610 at 6%; with 100% employer match about $90,686 at 4% or $60,457 at 6%. |
| 2023 | 1 | 6 | $2,581,935 | $34,950 | $5,825iApproximate average salary by contribution assumption: employee only about $145,625 at 4% or $97,083 at 6%; with 50% employer match about $97,083 at 4% or $64,722 at 6%; with 100% employer match about $72,813 at 4% or $48,542 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 6 | $2,581,935 | $34,950 | $5,825iApproximate average salary by contribution assumption: employee only about $145,625 at 4% or $97,083 at 6%; with 50% employer match about $97,083 at 4% or $64,722 at 6%; with 100% employer match about $72,813 at 4% or $48,542 at 6%. |
| 2022 | 1 | 7 | $2,637,501 | $32,926 | $4,704iApproximate average salary by contribution assumption: employee only about $117,593 at 4% or $78,395 at 6%; with 50% employer match about $78,395 at 4% or $52,263 at 6%; with 100% employer match about $58,796 at 4% or $39,198 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 7 | $2,637,501 | $32,926 | $4,704iApproximate average salary by contribution assumption: employee only about $117,593 at 4% or $78,395 at 6%; with 50% employer match about $78,395 at 4% or $52,263 at 6%; with 100% employer match about $58,796 at 4% or $39,198 at 6%. |
| 2021 | 2 | 6 | $4,133,632 | $63,368 | $10,561iApproximate average salary by contribution assumption: employee only about $264,033 at 4% or $176,022 at 6%; with 50% employer match about $176,022 at 4% or $117,348 at 6%; with 100% employer match about $132,017 at 4% or $88,011 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 6 | $2,589,284 | $30,417 | $5,070iApproximate average salary by contribution assumption: employee only about $126,738 at 4% or $84,492 at 6%; with 50% employer match about $84,492 at 4% or $56,328 at 6%; with 100% employer match about $63,369 at 4% or $42,246 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 5 | $1,544,348 | $32,951 | $6,590iApproximate average salary by contribution assumption: employee only about $164,755 at 4% or $109,837 at 6%; with 50% employer match about $109,837 at 4% or $73,224 at 6%; with 100% employer match about $82,378 at 4% or $54,918 at 6%. |
| 2020 | 1 | 6 | $1,415,352 | $29,493 | $4,916iApproximate average salary by contribution assumption: employee only about $122,888 at 4% or $81,925 at 6%; with 50% employer match about $81,925 at 4% or $54,617 at 6%; with 100% employer match about $61,444 at 4% or $40,963 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 6 | $1,415,352 | $29,493 | $4,916iApproximate average salary by contribution assumption: employee only about $122,888 at 4% or $81,925 at 6%; with 50% employer match about $81,925 at 4% or $54,617 at 6%; with 100% employer match about $61,444 at 4% or $40,963 at 6%. |
| 2018 | 1 | 5 | $1,331,699 | $40,009 | $8,002iApproximate average salary by contribution assumption: employee only about $200,045 at 4% or $133,363 at 6%; with 50% employer match about $133,363 at 4% or $88,909 at 6%; with 100% employer match about $100,023 at 4% or $66,682 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 5 | $1,331,699 | $40,009 | $8,002iApproximate average salary by contribution assumption: employee only about $200,045 at 4% or $133,363 at 6%; with 50% employer match about $133,363 at 4% or $88,909 at 6%; with 100% employer match about $100,023 at 4% or $66,682 at 6%. |
| 2017 | 1 | 7 | $1,512,086 | $23,258 | $3,323iApproximate average salary by contribution assumption: employee only about $83,064 at 4% or $55,376 at 6%; with 50% employer match about $55,376 at 4% or $36,917 at 6%; with 100% employer match about $41,532 at 4% or $27,688 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 7 | $1,512,086 | $23,258 | $3,323iApproximate average salary by contribution assumption: employee only about $83,064 at 4% or $55,376 at 6%; with 50% employer match about $55,376 at 4% or $36,917 at 6%; with 100% employer match about $41,532 at 4% or $27,688 at 6%. |
| 2016 | 1 | 6 | $1,288,996 | $19,503 | $3,251iApproximate average salary by contribution assumption: employee only about $81,263 at 4% or $54,175 at 6%; with 50% employer match about $54,175 at 4% or $36,117 at 6%; with 100% employer match about $40,631 at 4% or $27,088 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | Current | 6 | $1,288,996 | $19,503 | $3,251iApproximate average salary by contribution assumption: employee only about $81,263 at 4% or $54,175 at 6%; with 50% employer match about $54,175 at 4% or $36,117 at 6%; with 100% employer match about $40,631 at 4% or $27,088 at 6%. |
| 2015 | 1 | 0 | $1,146,452 | $41,886 | - |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 0 | $1,146,452 | $41,886 | - |
| 2014 | 1 | 5 | $1,164,202 | $20,728 | $4,146iApproximate average salary by contribution assumption: employee only about $103,640 at 4% or $69,093 at 6%; with 50% employer match about $69,093 at 4% or $46,062 at 6%; with 100% employer match about $51,820 at 4% or $34,547 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 5 | $1,164,202 | $20,728 | $4,146iApproximate average salary by contribution assumption: employee only about $103,640 at 4% or $69,093 at 6%; with 50% employer match about $69,093 at 4% or $46,062 at 6%; with 100% employer match about $51,820 at 4% or $34,547 at 6%. |
| 2013 | 1 | 5 | $1,224,004 | $7,338 | $1,468iApproximate average salary by contribution assumption: employee only about $36,690 at 4% or $24,460 at 6%; with 50% employer match about $24,460 at 4% or $16,307 at 6%; with 100% employer match about $18,345 at 4% or $12,230 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 5 | $1,224,004 | $7,338 | $1,468iApproximate average salary by contribution assumption: employee only about $36,690 at 4% or $24,460 at 6%; with 50% employer match about $24,460 at 4% or $16,307 at 6%; with 100% employer match about $18,345 at 4% or $12,230 at 6%. |
| 2012 | 1 | 8 | $938,137 | $50,278 | $6,285iApproximate average salary by contribution assumption: employee only about $157,119 at 4% or $104,746 at 6%; with 50% employer match about $104,746 at 4% or $69,831 at 6%; with 100% employer match about $78,559 at 4% or $52,373 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 8 | $938,137 | $50,278 | $6,285iApproximate average salary by contribution assumption: employee only about $157,119 at 4% or $104,746 at 6%; with 50% employer match about $104,746 at 4% or $69,831 at 6%; with 100% employer match about $78,559 at 4% or $52,373 at 6%. |
| 2011 | 1 | 8 | $945,616 | $60,268 | $7,534iApproximate average salary by contribution assumption: employee only about $188,338 at 4% or $125,558 at 6%; with 50% employer match about $125,558 at 4% or $83,706 at 6%; with 100% employer match about $94,169 at 4% or $62,779 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 8 | $945,616 | $60,268 | $7,534iApproximate average salary by contribution assumption: employee only about $188,338 at 4% or $125,558 at 6%; with 50% employer match about $125,558 at 4% or $83,706 at 6%; with 100% employer match about $94,169 at 4% or $62,779 at 6%. |
| 2010 | 1 | 8 | $905,148 | $54,020 | $6,753iApproximate average salary by contribution assumption: employee only about $168,813 at 4% or $112,542 at 6%; with 50% employer match about $112,542 at 4% or $75,028 at 6%; with 100% employer match about $84,406 at 4% or $56,271 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 8 | $905,148 | $54,020 | $6,753iApproximate average salary by contribution assumption: employee only about $168,813 at 4% or $112,542 at 6%; with 50% employer match about $112,542 at 4% or $75,028 at 6%; with 100% employer match about $84,406 at 4% or $56,271 at 6%. |
| 2009 | 1 | 8 | $955,762 | $78,046 | $9,756iApproximate average salary by contribution assumption: employee only about $243,894 at 4% or $162,596 at 6%; with 50% employer match about $162,596 at 4% or $108,397 at 6%; with 100% employer match about $121,947 at 4% or $81,298 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 8 | $955,762 | $78,046 | $9,756iApproximate average salary by contribution assumption: employee only about $243,894 at 4% or $162,596 at 6%; with 50% employer match about $162,596 at 4% or $108,397 at 6%; with 100% employer match about $121,947 at 4% or $81,298 at 6%. |
| 2008 | 1 | 8 | $871,463 | $51,476 | $6,435iApproximate average salary by contribution assumption: employee only about $160,863 at 4% or $107,242 at 6%; with 50% employer match about $107,242 at 4% or $71,494 at 6%; with 100% employer match about $80,431 at 4% or $53,621 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 8 | $871,463 | $51,476 | $6,435iApproximate average salary by contribution assumption: employee only about $160,863 at 4% or $107,242 at 6%; with 50% employer match about $107,242 at 4% or $71,494 at 6%; with 100% employer match about $80,431 at 4% or $53,621 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 8 | - | - | - |
| 2006 | 1 | 9 | $994,965 | $64,971 | $7,219iApproximate average salary by contribution assumption: employee only about $180,475 at 4% or $120,317 at 6%; with 50% employer match about $120,317 at 4% or $80,211 at 6%; with 100% employer match about $90,238 at 4% or $60,158 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 9 | $994,965 | $64,971 | $7,219iApproximate average salary by contribution assumption: employee only about $180,475 at 4% or $120,317 at 6%; with 50% employer match about $120,317 at 4% or $80,211 at 6%; with 100% employer match about $90,238 at 4% or $60,158 at 6%. |
| 2005 | 1 | 11 | $144,936 | $21,681 | $1,971iApproximate average salary by contribution assumption: employee only about $49,275 at 4% or $32,850 at 6%; with 50% employer match about $32,850 at 4% or $21,900 at 6%; with 100% employer match about $24,638 at 4% or $16,425 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 11 | $144,936 | $21,681 | $1,971iApproximate average salary by contribution assumption: employee only about $49,275 at 4% or $32,850 at 6%; with 50% employer match about $32,850 at 4% or $21,900 at 6%; with 100% employer match about $24,638 at 4% or $16,425 at 6%. |
| 2004 | 1 | 9 | $1,044,284 | $40,985 | $4,554iApproximate average salary by contribution assumption: employee only about $113,847 at 4% or $75,898 at 6%; with 50% employer match about $75,898 at 4% or $50,599 at 6%; with 100% employer match about $56,924 at 4% or $37,949 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 9 | $1,044,284 | $40,985 | $4,554iApproximate average salary by contribution assumption: employee only about $113,847 at 4% or $75,898 at 6%; with 50% employer match about $75,898 at 4% or $50,599 at 6%; with 100% employer match about $56,924 at 4% or $37,949 at 6%. |
| 2003 | 1 | 8 | $996,093 | $29,989 | $3,749iApproximate average salary by contribution assumption: employee only about $93,716 at 4% or $62,477 at 6%; with 50% employer match about $62,477 at 4% or $41,651 at 6%; with 100% employer match about $46,858 at 4% or $31,239 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 8 | $996,093 | $29,989 | $3,749iApproximate average salary by contribution assumption: employee only about $93,716 at 4% or $62,477 at 6%; with 50% employer match about $62,477 at 4% or $41,651 at 6%; with 100% employer match about $46,858 at 4% or $31,239 at 6%. |
| 2002 | 1 | 8 | $0 | $0 | - |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 8 | - | - | - |
| 2001 | 1 | 9 | $0 | $0 | - |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 9 | - | - | - |
| 2000 | 1 | 9 | $1,226,927 | $19,666 | $2,185iApproximate average salary by contribution assumption: employee only about $54,628 at 4% or $36,419 at 6%; with 50% employer match about $36,419 at 4% or $24,279 at 6%; with 100% employer match about $27,314 at 4% or $18,209 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 9 | $1,226,927 | $19,666 | $2,185iApproximate average salary by contribution assumption: employee only about $54,628 at 4% or $36,419 at 6%; with 50% employer match about $36,419 at 4% or $24,279 at 6%; with 100% employer match about $27,314 at 4% or $18,209 at 6%. |
| 1999 | 1 | 11 | $1,431,553 | $36,443 | $3,313iApproximate average salary by contribution assumption: employee only about $82,825 at 4% or $55,217 at 6%; with 50% employer match about $55,217 at 4% or $36,811 at 6%; with 100% employer match about $41,413 at 4% or $27,608 at 6%. |
| Dodds Kidd, Ryan & Moore Profit Sharing and Employee Savings Plan | - | 11 | $1,431,553 | $36,443 | $3,313iApproximate average salary by contribution assumption: employee only about $82,825 at 4% or $55,217 at 6%; with 50% employer match about $55,217 at 4% or $36,811 at 6%; with 100% employer match about $41,413 at 4% or $27,608 at 6%. |
Schedule Details
Schedule A
- Row 1
- Form Id
- 1
- Ins Broker Name
- LAWRENCE GRAHM
- Ins Broker US Address1
- 415 MCKINLEY ST STE 890
- Ins Broker US City
- LITTLE ROCK
- Ins Broker US State
- AR
- Ins Broker US ZIP
- 72205
- Row 2
- Ins Carrier Name: MASS MUTUAL
- Form Id
- 1
- Schedule A Plan Year Begin Date
- 2016-01-01
- Schedule A Plan Year End Date
- 2016-12-31
- Schedule A Plan Num
- 001
- Schedule A EIN
- 71-0363086
- Ins Carrier Name
- MASS MUTUAL
- Ins Carrier EIN
- 04-1590850
- Ins Carrier Naic Code
- 65935
- Ins Contract Num
- 032034141
- Ins Prsn Covered End of year Count
- 2
- Ins Policy From Date
- 2016-01-01
- Ins Policy To Date
- 2016-12-31
- Pension End of year Bal Amount
- $0
- Ins Fail Provide Info Indicator
- No
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$1,288,996$142,544 change
Balance Sheet
Beginning and end of plan year.
Total assets$1,146,452$1,288,996Increase +$142,544 (12.43%)
Net assets$1,146,452$1,288,996Increase +$142,544 (12.43%)
Contributions
Employer contributions$8,842
Participant contributions$10,661
Income & Expenses
Total income$228,780
Total expenses$86,236
Net income$142,544
Source fields
- Schedule I source fields
- Schedule I Plan Year Begin Date
- 2016-01-01
- Schedule I Tax Period
- 2016-12-31
- Schedule I Plan Num
- 001
- Schedule I EIN
- 71-0363086
- Small plan total assets at beginning of year
- $1,146,452
- Small plan net assets at beginning of year
- $1,146,452
- Small plan total assets at end of year
- $1,288,996
- Small plan net assets at end of year
- $1,288,996
- Small plan employer contributions
- $8,842
- Small plan participant contributions
- $10,661
- Small Other Income Amount
- $209,277
- Small plan total income
- $228,780
- Small plan total benefit distributions
- $75,281
- Small Admin Srvc Providers Amount
- $10,955
- Small plan total expenses
- $86,236
- Small plan net income or loss
- $142,544
- Small Joint Venture End of year Indicator
- Yes
- Small Joint Venture End of year Amount
- $1,233
- Small Employer Prop End of year Indicator
- No
- Small Inv Real Estate End of year Indicator
- No
- Small Employer Sec End of year Indicator
- No
- Small Mortg Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Indicator
- No
- Small Personal Prop End of year Indicator
- No
- Small Fail Transm Contribution Indicator
- No
- Small plan participant loans in default
- No
- Small plan leases in default
- No
- Small plan nonexempt transactions with parties in interest
- No
- Small plan fidelity bond in place
- No
- Small plan loss discovered during year
- No
- Small plan assets with undetermined value
- No
- Small plan non-cash contributions reported
- No
- Small 20 Percent Sngl Investment Indicator
- No
- Small plan all plan assets distributed
- No
- Small plan waived annual IQPA report
- Yes
- Small plan failed to provide benefits when due
- No
- Small plan blackout period occurred
- No
- Small plan resolution to terminate plan adopted
- No
Filing received by DOL Oct 16, 2017