Civic Intelligence
Filing

Dennis Morehart Dds Inc PC Profit Sharing Plan

Dennis Morehart, Dds Inc, P C • EIN 73-1555691 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Flat

7 → 7

0 • 0.00%

Assets

Up

$88,276 → $588,584

$500,308 • 566.75%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$500,308

Status Flags

Fidelity bond in place

No

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
201910$0$0-
Dennis Morehart Dds Inc PC Profit Sharing Plan-0---
201817$5,116$26,991$3,856iApproximate average salary by contribution assumption: employee only about $96,396 at 4% or $64,264 at 6%; with 50% employer match about $64,264 at 4% or $42,843 at 6%; with 100% employer match about $48,198 at 4% or $32,132 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-7$5,116$26,991$3,856iApproximate average salary by contribution assumption: employee only about $96,396 at 4% or $64,264 at 6%; with 50% employer match about $64,264 at 4% or $42,843 at 6%; with 100% employer match about $48,198 at 4% or $32,132 at 6%.
201717$98,029$61,572$8,796iApproximate average salary by contribution assumption: employee only about $219,900 at 4% or $146,600 at 6%; with 50% employer match about $146,600 at 4% or $97,733 at 6%; with 100% employer match about $109,950 at 4% or $73,300 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-7$98,029$61,572$8,796iApproximate average salary by contribution assumption: employee only about $219,900 at 4% or $146,600 at 6%; with 50% employer match about $146,600 at 4% or $97,733 at 6%; with 100% employer match about $109,950 at 4% or $73,300 at 6%.
201617$39,720$62,658$8,951iApproximate average salary by contribution assumption: employee only about $223,779 at 4% or $149,186 at 6%; with 50% employer match about $149,186 at 4% or $99,457 at 6%; with 100% employer match about $111,889 at 4% or $74,593 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-7$39,720$62,658$8,951iApproximate average salary by contribution assumption: employee only about $223,779 at 4% or $149,186 at 6%; with 50% employer match about $149,186 at 4% or $99,457 at 6%; with 100% employer match about $111,889 at 4% or $74,593 at 6%.
201517$95,499$62,891$8,984iApproximate average salary by contribution assumption: employee only about $224,611 at 4% or $149,740 at 6%; with 50% employer match about $149,740 at 4% or $99,827 at 6%; with 100% employer match about $112,305 at 4% or $74,870 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-7$95,499$62,891$8,984iApproximate average salary by contribution assumption: employee only about $224,611 at 4% or $149,740 at 6%; with 50% employer match about $149,740 at 4% or $99,827 at 6%; with 100% employer match about $112,305 at 4% or $74,870 at 6%.
201416$118,541$22,107$3,685iApproximate average salary by contribution assumption: employee only about $92,113 at 4% or $61,408 at 6%; with 50% employer match about $61,408 at 4% or $40,939 at 6%; with 100% employer match about $46,056 at 4% or $30,704 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-6$118,541$22,107$3,685iApproximate average salary by contribution assumption: employee only about $92,113 at 4% or $61,408 at 6%; with 50% employer match about $61,408 at 4% or $40,939 at 6%; with 100% employer match about $46,056 at 4% or $30,704 at 6%.
201315$607,049$60,118$12,024iApproximate average salary by contribution assumption: employee only about $300,590 at 4% or $200,393 at 6%; with 50% employer match about $200,393 at 4% or $133,596 at 6%; with 100% employer match about $150,295 at 4% or $100,197 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-5$607,049$60,118$12,024iApproximate average salary by contribution assumption: employee only about $300,590 at 4% or $200,393 at 6%; with 50% employer match about $200,393 at 4% or $133,596 at 6%; with 100% employer match about $150,295 at 4% or $100,197 at 6%.
201218$489,712$60,449$7,556iApproximate average salary by contribution assumption: employee only about $188,903 at 4% or $125,935 at 6%; with 50% employer match about $125,935 at 4% or $83,957 at 6%; with 100% employer match about $94,452 at 4% or $62,968 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-8$489,712$60,449$7,556iApproximate average salary by contribution assumption: employee only about $188,903 at 4% or $125,935 at 6%; with 50% employer match about $125,935 at 4% or $83,957 at 6%; with 100% employer match about $94,452 at 4% or $62,968 at 6%.
201118$367,809$59,246$7,406iApproximate average salary by contribution assumption: employee only about $185,144 at 4% or $123,429 at 6%; with 50% employer match about $123,429 at 4% or $82,286 at 6%; with 100% employer match about $92,572 at 4% or $61,715 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-8$367,809$59,246$7,406iApproximate average salary by contribution assumption: employee only about $185,144 at 4% or $123,429 at 6%; with 50% employer match about $123,429 at 4% or $82,286 at 6%; with 100% employer match about $92,572 at 4% or $61,715 at 6%.
201018$417,303$59,195$7,399iApproximate average salary by contribution assumption: employee only about $184,984 at 4% or $123,323 at 6%; with 50% employer match about $123,323 at 4% or $82,215 at 6%; with 100% employer match about $92,492 at 4% or $61,661 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-8$417,303$59,195$7,399iApproximate average salary by contribution assumption: employee only about $184,984 at 4% or $123,323 at 6%; with 50% employer match about $123,323 at 4% or $82,215 at 6%; with 100% employer match about $92,492 at 4% or $61,661 at 6%.
200917$382,962$54,159$7,737iApproximate average salary by contribution assumption: employee only about $193,425 at 4% or $128,950 at 6%; with 50% employer match about $128,950 at 4% or $85,967 at 6%; with 100% employer match about $96,713 at 4% or $64,475 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-7$382,962$54,159$7,737iApproximate average salary by contribution assumption: employee only about $193,425 at 4% or $128,950 at 6%; with 50% employer match about $128,950 at 4% or $85,967 at 6%; with 100% employer match about $96,713 at 4% or $64,475 at 6%.
200817$297,630$52,663$7,523iApproximate average salary by contribution assumption: employee only about $188,082 at 4% or $125,388 at 6%; with 50% employer match about $125,388 at 4% or $83,592 at 6%; with 100% employer match about $94,041 at 4% or $62,694 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-7$297,630$52,663$7,523iApproximate average salary by contribution assumption: employee only about $188,082 at 4% or $125,388 at 6%; with 50% employer match about $125,388 at 4% or $83,592 at 6%; with 100% employer match about $94,041 at 4% or $62,694 at 6%.
200718$0$0-
Dennis Morehart Dds Inc PC Profit Sharing Plan-8---
200617$1,050,741$49,871$7,124iApproximate average salary by contribution assumption: employee only about $178,111 at 4% or $118,740 at 6%; with 50% employer match about $118,740 at 4% or $79,160 at 6%; with 100% employer match about $89,055 at 4% or $59,370 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-7$1,050,741$49,871$7,124iApproximate average salary by contribution assumption: employee only about $178,111 at 4% or $118,740 at 6%; with 50% employer match about $118,740 at 4% or $79,160 at 6%; with 100% employer match about $89,055 at 4% or $59,370 at 6%.
200518$899,829$57,200$7,150iApproximate average salary by contribution assumption: employee only about $178,750 at 4% or $119,167 at 6%; with 50% employer match about $119,167 at 4% or $79,444 at 6%; with 100% employer match about $89,375 at 4% or $59,583 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-8$899,829$57,200$7,150iApproximate average salary by contribution assumption: employee only about $178,750 at 4% or $119,167 at 6%; with 50% employer match about $119,167 at 4% or $79,444 at 6%; with 100% employer match about $89,375 at 4% or $59,583 at 6%.
200418$769,637$104,777$13,097iApproximate average salary by contribution assumption: employee only about $327,428 at 4% or $218,285 at 6%; with 50% employer match about $218,285 at 4% or $145,524 at 6%; with 100% employer match about $163,714 at 4% or $109,143 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-8$769,637$104,777$13,097iApproximate average salary by contribution assumption: employee only about $327,428 at 4% or $218,285 at 6%; with 50% employer match about $218,285 at 4% or $145,524 at 6%; with 100% employer match about $163,714 at 4% or $109,143 at 6%.
200317$588,584$53,365$7,624iApproximate average salary by contribution assumption: employee only about $190,589 at 4% or $127,060 at 6%; with 50% employer match about $127,060 at 4% or $84,706 at 6%; with 100% employer match about $95,295 at 4% or $63,530 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing PlanCurrent7$588,584$53,365$7,624iApproximate average salary by contribution assumption: employee only about $190,589 at 4% or $127,060 at 6%; with 50% employer match about $127,060 at 4% or $84,706 at 6%; with 100% employer match about $95,295 at 4% or $63,530 at 6%.
200217$88,276$52,678$7,525iApproximate average salary by contribution assumption: employee only about $188,136 at 4% or $125,424 at 6%; with 50% employer match about $125,424 at 4% or $83,616 at 6%; with 100% employer match about $94,068 at 4% or $62,712 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-7$88,276$52,678$7,525iApproximate average salary by contribution assumption: employee only about $188,136 at 4% or $125,424 at 6%; with 50% employer match about $125,424 at 4% or $83,616 at 6%; with 100% employer match about $94,068 at 4% or $62,712 at 6%.
200118$45,072$45,113$5,639iApproximate average salary by contribution assumption: employee only about $140,978 at 4% or $93,985 at 6%; with 50% employer match about $93,985 at 4% or $62,657 at 6%; with 100% employer match about $70,489 at 4% or $46,993 at 6%.
Dennis Morehart Dds Inc PC Profit Sharing Plan-8$45,072$45,113$5,639iApproximate average salary by contribution assumption: employee only about $140,978 at 4% or $93,985 at 6%; with 50% employer match about $93,985 at 4% or $62,657 at 6%; with 100% employer match about $70,489 at 4% or $46,993 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$588,584$500,308 change

Balance Sheet

Beginning and end of plan year.

Total assets$88,276$588,584Increase +$500,308 (566.75%)
Total liabilities$0$0No change $0
Net assets$88,276$588,584Increase +$500,308 (566.75%)

Contributions

Employer contributions$53,365
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$500,308
Total expenses$0
Net income$500,308
Source fields
Schedule I source fields
Filing Id
91037278009844
Schedule I EIN
73-1555691
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$88,276
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$88,276
Small plan total assets at end of year
$588,584
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$588,584
Small plan employer contributions
$53,365
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$389,366
Small Other Income Amount
$57,577
Small plan total income
$500,308
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$500,308
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
No
Small plan fidelity bond amount
$0
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