Fidelity bond in place
No
Filing
Scott a. Samuelson, Dds 401(K) Profit Sharing Plan
Scott A. Samuelson, DDS • EIN 74-2170296 • Plan year 2004
Filing Insights
Participants
Up6 → 7
1 • 16.67%
Assets
Up$0 → $103,273
$103,273
Investment Management Fee
-
Admin expenses - • Total expenses $60
Filing Details
Context- Net investment result
- $103,273
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
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 6 | $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 Plan | - | 6 | $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%. |
| 2006 | 1 | 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%. |
| 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%. |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| Scott a. Samuelson, Dds 401(K) Profit Sharing Plan | Current | 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$103,273$103,273 change
Balance Sheet
Beginning and end of plan year.
Total assets$0$103,273Increase +$103,273
Total liabilities$0$0No change $0
Net assets$0$103,273Increase +$103,273
Contributions
Employer contributions$46,877
Participant contributions$49,897
Other contributions$2,584
Income & Expenses
Total income$103,333
Total expenses$60
Net income$103,273
Source fields
- Schedule I source fields
- Filing Id
- 91037235093335
- Schedule I EIN
- 74-2170296
- 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
- $0
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $0
- Small plan total assets at end of year
- $103,273
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $103,273
- Small plan employer contributions
- $46,877
- Small plan participant contributions
- $49,897
- Small Oth Contribution Rcvd Amount
- $2,584
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $3,975
- Small plan total income
- $103,333
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $60
- Small plan total expenses
- $60
- Small plan net income or loss
- $103,273
- 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