Civic Intelligence
Filing

Scott a. Samuelson, Dds 401(K) Profit Sharing Plan

Scott A. Samuelson, DDS • EIN 74-2170296 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Down

9 → 6

-3 • -33.33%

Assets

Up

$322,609 → $423,712

$101,103 • 31.34%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$101,103

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
201216$969,098$106,632$17,772iApproximate average salary by contribution assumption: employee only about $444,300 at 4% or $296,200 at 6%; with 50% employer match about $296,200 at 4% or $197,467 at 6%; with 100% employer match about $222,150 at 4% or $148,100 at 6%.
Scott a. Samuelson, Dds 401(K) Profit Sharing Plan-6$969,098$106,632$17,772iApproximate average salary by contribution assumption: employee only about $444,300 at 4% or $296,200 at 6%; with 50% employer match about $296,200 at 4% or $197,467 at 6%; with 100% employer match about $222,150 at 4% or $148,100 at 6%.
201117$784,974$104,671$14,953iApproximate average salary by contribution assumption: employee only about $373,825 at 4% or $249,217 at 6%; with 50% employer match about $249,217 at 4% or $166,144 at 6%; with 100% employer match about $186,913 at 4% or $124,608 at 6%.
Scott a. Samuelson, Dds 401(K) Profit Sharing Plan-7$784,974$104,671$14,953iApproximate average salary by contribution assumption: employee only about $373,825 at 4% or $249,217 at 6%; with 50% employer match about $249,217 at 4% or $166,144 at 6%; with 100% employer match about $186,913 at 4% or $124,608 at 6%.
201018$694,253$101,947$12,743iApproximate average salary by contribution assumption: employee only about $318,584 at 4% or $212,390 at 6%; with 50% employer match about $212,390 at 4% or $141,593 at 6%; with 100% employer match about $159,292 at 4% or $106,195 at 6%.
Scott a. Samuelson, Dds 401(K) Profit Sharing Plan-8$694,253$101,947$12,743iApproximate average salary by contribution assumption: employee only about $318,584 at 4% or $212,390 at 6%; with 50% employer match about $212,390 at 4% or $141,593 at 6%; with 100% employer match about $159,292 at 4% or $106,195 at 6%.
200918$535,586$101,025$12,628iApproximate average salary by contribution assumption: employee only about $315,703 at 4% or $210,469 at 6%; with 50% employer match about $210,469 at 4% or $140,313 at 6%; with 100% employer match about $157,852 at 4% or $105,234 at 6%.
Scott a. Samuelson, Dds 401(K) Profit Sharing Plan-8$535,586$101,025$12,628iApproximate average salary by contribution assumption: employee only about $315,703 at 4% or $210,469 at 6%; with 50% employer match about $210,469 at 4% or $140,313 at 6%; with 100% employer match about $157,852 at 4% or $105,234 at 6%.
200818$358,017$95,140$11,893iApproximate average salary by contribution assumption: employee only about $297,313 at 4% or $198,208 at 6%; with 50% employer match about $198,208 at 4% or $132,139 at 6%; with 100% employer match about $148,656 at 4% or $99,104 at 6%.
Scott a. Samuelson, Dds 401(K) Profit Sharing Plan-8$358,017$95,140$11,893iApproximate average salary by contribution assumption: employee only about $297,313 at 4% or $198,208 at 6%; with 50% employer match about $198,208 at 4% or $132,139 at 6%; with 100% employer match about $148,656 at 4% or $99,104 at 6%.
200716$423,712$97,124$16,187iApproximate average salary by contribution assumption: employee only about $404,683 at 4% or $269,789 at 6%; with 50% employer match about $269,789 at 4% or $179,859 at 6%; with 100% employer match about $202,342 at 4% or $134,894 at 6%.
Scott a. Samuelson, Dds 401(K) Profit Sharing PlanCurrent6$423,712$97,124$16,187iApproximate average salary by contribution assumption: employee only about $404,683 at 4% or $269,789 at 6%; with 50% employer match about $269,789 at 4% or $179,859 at 6%; with 100% employer match about $202,342 at 4% or $134,894 at 6%.
200617$322,609$89,659$12,808iApproximate average salary by contribution assumption: employee only about $320,211 at 4% or $213,474 at 6%; with 50% employer match about $213,474 at 4% or $142,316 at 6%; with 100% employer match about $160,105 at 4% or $106,737 at 6%.
Scott a. Samuelson, Dds 401(K) Profit Sharing Plan-7$322,609$89,659$12,808iApproximate average salary by contribution assumption: employee only about $320,211 at 4% or $213,474 at 6%; with 50% employer match about $213,474 at 4% or $142,316 at 6%; with 100% employer match about $160,105 at 4% or $106,737 at 6%.
200514$201,011$93,757$23,439iApproximate average salary by contribution assumption: employee only about $585,981 at 4% or $390,654 at 6%; with 50% employer match about $390,654 at 4% or $260,436 at 6%; with 100% employer match about $292,991 at 4% or $195,327 at 6%.
Scott a. Samuelson, Dds 401(K) Profit Sharing Plan-4$201,011$93,757$23,439iApproximate average salary by contribution assumption: employee only about $585,981 at 4% or $390,654 at 6%; with 50% employer match about $390,654 at 4% or $260,436 at 6%; with 100% employer match about $292,991 at 4% or $195,327 at 6%.
200417$103,273$99,358$14,194iApproximate average salary by contribution assumption: employee only about $354,850 at 4% or $236,567 at 6%; with 50% employer match about $236,567 at 4% or $157,711 at 6%; with 100% employer match about $177,425 at 4% or $118,283 at 6%.
Scott a. Samuelson, Dds 401(K) Profit Sharing Plan-7$103,273$99,358$14,194iApproximate average salary by contribution assumption: employee only about $354,850 at 4% or $236,567 at 6%; with 50% employer match about $236,567 at 4% or $157,711 at 6%; with 100% employer match about $177,425 at 4% or $118,283 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$423,712$101,103 change

Balance Sheet

Beginning and end of plan year.

Total assets$322,609$423,712Increase +$101,103 (31.34%)
Total liabilities$0$0No change $0
Net assets$322,609$423,712Increase +$101,103 (31.34%)

Contributions

Employer contributions$46,347
Participant contributions$50,777
Other contributions$0

Income & Expenses

Total income$101,103
Total expenses$0
Net income$101,103
Source fields
Schedule I source fields
Filing Id
84037240194288
Schedule I EIN
74-2170296
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2007-01-01
Schedule I Tax Period
20071231
Small plan total assets at beginning of year
$322,609
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$322,609
Small plan total assets at end of year
$423,712
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$423,712
Small plan employer contributions
$46,347
Small plan participant contributions
$50,777
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$3,979
Small plan total income
$101,103
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
$101,103
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
Yes
Small plan fidelity bond amount
$15,000
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.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
84037240194288
Schedule R EIN
74-2170296
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 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