Civic Intelligence
Filing

Robert C. White, Dds Inc. Profit Sharing Plan & Trust

Robert C. White, Dds Inc. • EIN 74-1751185 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Flat

2 → 2

0 • 0.00%

Assets

Up

$1,108,232 → $1,230,164

$121,932 • 11.00%

Investment Management Fee

-

Admin expenses - • Total expenses $7,017

Filing Details

Context
Net investment result
$121,932

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
200810$0$0-
Robert C. White, Dds Inc. Profit Sharing Plan & Trust-0---
200712$216,477$0-
Robert C. White, Dds Inc. Profit Sharing Plan & Trust-2$216,477--
200612$1,494,868$0-
Robert C. White, Dds Inc. Profit Sharing Plan & Trust-2$1,494,868--
200512$1,313,278$0-
Robert C. White, Dds Inc. Profit Sharing Plan & Trust-2$1,313,278--
200412$1,230,164$0-
Robert C. White, Dds Inc. Profit Sharing Plan & TrustCurrent2$1,230,164--
200312$1,108,232$0-
Robert C. White, Dds Inc. Profit Sharing Plan & Trust-2$1,108,232--
200222$882,049$5,640$2,820iApproximate average salary by contribution assumption: employee only about $70,500 at 4% or $47,000 at 6%; with 50% employer match about $47,000 at 4% or $31,333 at 6%; with 100% employer match about $35,250 at 4% or $23,500 at 6%.
Robert C. White, Dds Inc. Profit Sharing Plan & Trust-2$882,049$1,320$660iApproximate average salary by contribution assumption: employee only about $16,500 at 4% or $11,000 at 6%; with 50% employer match about $11,000 at 4% or $7,333 at 6%; with 100% employer match about $8,250 at 4% or $5,500 at 6%.
Robert C. White, Dds Inc. Money Purchase Pension Plan-0-$4,320-
200122$0$0-
Robert C. White, Dds Inc. Profit Sharing Plan & Trust-2---
Robert C. White, Dds Inc. Money Purchase Pension Plan-2---
200028$2,155,522$59,176$7,397iApproximate average salary by contribution assumption: employee only about $184,925 at 4% or $123,283 at 6%; with 50% employer match about $123,283 at 4% or $82,189 at 6%; with 100% employer match about $92,463 at 4% or $61,642 at 6%.
Robert C. White, Dds Inc. Money Purchase Pension Plan-8$1,193,913$36,903$4,613iApproximate average salary by contribution assumption: employee only about $115,322 at 4% or $76,881 at 6%; with 50% employer match about $76,881 at 4% or $51,254 at 6%; with 100% employer match about $57,661 at 4% or $38,441 at 6%.
Robert C. White, Dds Inc. Profit Sharing Plan & Trust-7$961,609$22,273$3,182iApproximate average salary by contribution assumption: employee only about $79,546 at 4% or $53,031 at 6%; with 50% employer match about $53,031 at 4% or $35,354 at 6%; with 100% employer match about $39,773 at 4% or $26,515 at 6%.
199928$2,317,964$60,482$7,560iApproximate average salary by contribution assumption: employee only about $189,006 at 4% or $126,004 at 6%; with 50% employer match about $126,004 at 4% or $84,003 at 6%; with 100% employer match about $94,503 at 4% or $63,002 at 6%.
Robert C. White, Dds Inc. Money Purchase Pension Plan-8$1,300,664$35,864$4,483iApproximate average salary by contribution assumption: employee only about $112,075 at 4% or $74,717 at 6%; with 50% employer match about $74,717 at 4% or $49,811 at 6%; with 100% employer match about $56,038 at 4% or $37,358 at 6%.
Robert C. White, Dds Inc. Profit Sharing Plan & Trust-7$1,017,300$24,618$3,517iApproximate average salary by contribution assumption: employee only about $87,921 at 4% or $58,614 at 6%; with 50% employer match about $58,614 at 4% or $39,076 at 6%; with 100% employer match about $43,961 at 4% or $29,307 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$1,230,164$121,932 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,108,232$1,230,164Increase +$121,932 (11.00%)
Total liabilities$0$0No change $0
Net assets$1,108,232$1,230,164Increase +$121,932 (11.00%)

Contributions

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

Income & Expenses

Total income$128,949
Total expenses$7,017
Net income$121,932
Source fields
Schedule I source fields
Filing Id
84037347329285
Schedule I EIN
74-1751185
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$1,108,232
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,108,232
Small plan total assets at end of year
$1,230,164
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,230,164
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
$128,949
Small plan total income
$128,949
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$7,017
Small plan total expenses
$7,017
Small plan net income or loss
$121,932
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
1
Small Investment Real Est End of year A
158593
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
$124,000
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