Civic Intelligence
Filing

Mark E. Walker, Dds PC 401(K) Plan

Mark E. Walker, Dds PC • EIN 75-2976449 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

4 → 3

-1 • -25.00%

Assets

Up

$14,179 → $39,505

$25,326 • 178.62%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$25,326

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

Yes

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201510$0$141,515-
Mark E. Walker, Dds PC 401(K) Plan-0$0$141,515-
201416$217,770$55,804$9,301iApproximate average salary by contribution assumption: employee only about $232,517 at 4% or $155,011 at 6%; with 50% employer match about $155,011 at 4% or $103,341 at 6%; with 100% employer match about $116,258 at 4% or $77,506 at 6%.
Mark E. Walker, Dds PC 401(K) Plan-6$217,770$55,804$9,301iApproximate average salary by contribution assumption: employee only about $232,517 at 4% or $155,011 at 6%; with 50% employer match about $155,011 at 4% or $103,341 at 6%; with 100% employer match about $116,258 at 4% or $77,506 at 6%.
201315$178,554$43,504$8,701iApproximate average salary by contribution assumption: employee only about $217,520 at 4% or $145,013 at 6%; with 50% employer match about $145,013 at 4% or $96,676 at 6%; with 100% employer match about $108,760 at 4% or $72,507 at 6%.
Mark E. Walker, Dds PC 401(K) Plan-5$178,554$43,504$8,701iApproximate average salary by contribution assumption: employee only about $217,520 at 4% or $145,013 at 6%; with 50% employer match about $145,013 at 4% or $96,676 at 6%; with 100% employer match about $108,760 at 4% or $72,507 at 6%.
201216$107,312$42,354$7,059iApproximate average salary by contribution assumption: employee only about $176,475 at 4% or $117,650 at 6%; with 50% employer match about $117,650 at 4% or $78,433 at 6%; with 100% employer match about $88,238 at 4% or $58,825 at 6%.
Mark E. Walker, Dds PC 401(K) Plan-6$107,312$42,354$7,059iApproximate average salary by contribution assumption: employee only about $176,475 at 4% or $117,650 at 6%; with 50% employer match about $117,650 at 4% or $78,433 at 6%; with 100% employer match about $88,238 at 4% or $58,825 at 6%.
201117$76,160$40,802$5,829iApproximate average salary by contribution assumption: employee only about $145,721 at 4% or $97,148 at 6%; with 50% employer match about $97,148 at 4% or $64,765 at 6%; with 100% employer match about $72,861 at 4% or $48,574 at 6%.
Mark E. Walker, Dds PC 401(K) Plan-7$76,160$40,802$5,829iApproximate average salary by contribution assumption: employee only about $145,721 at 4% or $97,148 at 6%; with 50% employer match about $97,148 at 4% or $64,765 at 6%; with 100% employer match about $72,861 at 4% or $48,574 at 6%.
201018$44,125$39,816$4,977iApproximate average salary by contribution assumption: employee only about $124,425 at 4% or $82,950 at 6%; with 50% employer match about $82,950 at 4% or $55,300 at 6%; with 100% employer match about $62,213 at 4% or $41,475 at 6%.
Mark E. Walker, Dds PC 401(K) Plan-8$44,125$39,816$4,977iApproximate average salary by contribution assumption: employee only about $124,425 at 4% or $82,950 at 6%; with 50% employer match about $82,950 at 4% or $55,300 at 6%; with 100% employer match about $62,213 at 4% or $41,475 at 6%.
200313$39,505$17,852$5,951iApproximate average salary by contribution assumption: employee only about $148,767 at 4% or $99,178 at 6%; with 50% employer match about $99,178 at 4% or $66,119 at 6%; with 100% employer match about $74,383 at 4% or $49,589 at 6%.
Mark E. Walker, Dds PC 401(K) PlanCurrent3$39,505$17,852$5,951iApproximate average salary by contribution assumption: employee only about $148,767 at 4% or $99,178 at 6%; with 50% employer match about $99,178 at 4% or $66,119 at 6%; with 100% employer match about $74,383 at 4% or $49,589 at 6%.
200214$14,179$14,889$3,722iApproximate average salary by contribution assumption: employee only about $93,056 at 4% or $62,038 at 6%; with 50% employer match about $62,038 at 4% or $41,358 at 6%; with 100% employer match about $46,528 at 4% or $31,019 at 6%.
Mark E. Walker, Dds PC 401(K) Plan-4$14,179$14,889$3,722iApproximate average salary by contribution assumption: employee only about $93,056 at 4% or $62,038 at 6%; with 50% employer match about $62,038 at 4% or $41,358 at 6%; with 100% employer match about $46,528 at 4% or $31,019 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
84037329206814
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3040374329206060002
DFE P1 Entity 01 Name
NEW CENTURY STABLE VALUE FUND
DFE P1 Spons 01 Name
CIRCLE TRUST COMPANY
DFE P1 Plan 01 EIN Plan number
061438704001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$2,444
Row 2
Filing Id
84037329206814
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3040374329206060002

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$39,505$25,326 change

Balance Sheet

Beginning and end of plan year.

Total assets$14,179$39,505Increase +$25,326 (178.62%)
Total liabilities$0$0No change $0
Net assets$14,179$39,505Increase +$25,326 (178.62%)

Contributions

Employer contributions$6,132
Participant contributions$11,720
Other contributions$0

Income & Expenses

Total income$25,326
Total expenses$0
Net income$25,326
Source fields
Schedule I source fields
Filing Id
84037329206814
Schedule I EIN
75-2976449
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
$14,179
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$14,179
Small plan total assets at end of year
$39,505
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$39,505
Small plan employer contributions
$6,132
Small plan participant contributions
$11,720
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$7,474
Small plan total income
$25,326
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
$25,326
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
Yes
Small Res Terminate Plan Adpt Amount
$0
Mark E. Walker, Dds PC 401(K) Plan | Mark E. Walker, Dds PC | Plan 001 | 2003 Form 5500 Filing