Fidelity bond in place
Yes
Filing
Rowan E. Tichenor, M.D. PC. Profit Sharing Plan
Rowan E. Tichenor M.D., P.C. • EIN 83-0254958 • Plan year 2001
Filing Insights
Participants
Down8 → 6
-2 • -25.00%
Assets
Up$171,072 → $754,403
$583,331 • 340.99%
Investment Management Fee
-
Admin expenses - • Total expenses $28,286
Filing Details
Context- Transfers from other plans
- $590,583
- Net investment result
- $-7,252
- Pension payor EIN
- 83-0312270
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 7 | $1,515,960 | $163,321 | $23,332iApproximate average salary by contribution assumption: employee only about $583,289 at 4% or $388,860 at 6%; with 50% employer match about $388,860 at 4% or $259,240 at 6%; with 100% employer match about $291,645 at 4% or $194,430 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 7 | $1,515,960 | $139,148 | $19,878iApproximate average salary by contribution assumption: employee only about $496,957 at 4% or $331,305 at 6%; with 50% employer match about $331,305 at 4% or $220,870 at 6%; with 100% employer match about $248,479 at 4% or $165,652 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 0 | - | $24,173 | - |
| 2016 | 1 | 8 | $1,140,660 | $125,648 | $15,706iApproximate average salary by contribution assumption: employee only about $392,650 at 4% or $261,767 at 6%; with 50% employer match about $261,767 at 4% or $174,511 at 6%; with 100% employer match about $196,325 at 4% or $130,883 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 8 | $1,140,660 | $125,648 | $15,706iApproximate average salary by contribution assumption: employee only about $392,650 at 4% or $261,767 at 6%; with 50% employer match about $261,767 at 4% or $174,511 at 6%; with 100% employer match about $196,325 at 4% or $130,883 at 6%. |
| 2015 | 1 | 8 | $2,814,848 | $146,409 | $18,301iApproximate average salary by contribution assumption: employee only about $457,528 at 4% or $305,019 at 6%; with 50% employer match about $305,019 at 4% or $203,346 at 6%; with 100% employer match about $228,764 at 4% or $152,509 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 8 | $2,814,848 | $146,409 | $18,301iApproximate average salary by contribution assumption: employee only about $457,528 at 4% or $305,019 at 6%; with 50% employer match about $305,019 at 4% or $203,346 at 6%; with 100% employer match about $228,764 at 4% or $152,509 at 6%. |
| 2014 | 1 | 7 | $2,683,743 | $126,473 | $18,068iApproximate average salary by contribution assumption: employee only about $451,689 at 4% or $301,126 at 6%; with 50% employer match about $301,126 at 4% or $200,751 at 6%; with 100% employer match about $225,845 at 4% or $150,563 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 7 | $2,683,743 | $126,473 | $18,068iApproximate average salary by contribution assumption: employee only about $451,689 at 4% or $301,126 at 6%; with 50% employer match about $301,126 at 4% or $200,751 at 6%; with 100% employer match about $225,845 at 4% or $150,563 at 6%. |
| 2013 | 1 | 6 | $2,491,991 | $106,189 | $17,698iApproximate average salary by contribution assumption: employee only about $442,454 at 4% or $294,969 at 6%; with 50% employer match about $294,969 at 4% or $196,646 at 6%; with 100% employer match about $221,227 at 4% or $147,485 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 6 | $2,491,991 | $106,189 | $17,698iApproximate average salary by contribution assumption: employee only about $442,454 at 4% or $294,969 at 6%; with 50% employer match about $294,969 at 4% or $196,646 at 6%; with 100% employer match about $221,227 at 4% or $147,485 at 6%. |
| 2012 | 1 | 8 | $2,117,835 | $95,142 | $11,893iApproximate average salary by contribution assumption: employee only about $297,319 at 4% or $198,213 at 6%; with 50% employer match about $198,213 at 4% or $132,142 at 6%; with 100% employer match about $148,659 at 4% or $99,106 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 8 | $2,117,835 | $95,142 | $11,893iApproximate average salary by contribution assumption: employee only about $297,319 at 4% or $198,213 at 6%; with 50% employer match about $198,213 at 4% or $132,142 at 6%; with 100% employer match about $148,659 at 4% or $99,106 at 6%. |
| 2011 | 1 | 8 | $1,970,256 | $89,167 | $11,146iApproximate average salary by contribution assumption: employee only about $278,647 at 4% or $185,765 at 6%; with 50% employer match about $185,765 at 4% or $123,843 at 6%; with 100% employer match about $139,323 at 4% or $92,882 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 8 | $1,970,256 | $89,167 | $11,146iApproximate average salary by contribution assumption: employee only about $278,647 at 4% or $185,765 at 6%; with 50% employer match about $185,765 at 4% or $123,843 at 6%; with 100% employer match about $139,323 at 4% or $92,882 at 6%. |
| 2010 | 1 | 9 | $1,853,350 | $143,727 | $15,970iApproximate average salary by contribution assumption: employee only about $399,242 at 4% or $266,161 at 6%; with 50% employer match about $266,161 at 4% or $177,441 at 6%; with 100% employer match about $199,621 at 4% or $133,081 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 9 | $1,853,350 | $143,727 | $15,970iApproximate average salary by contribution assumption: employee only about $399,242 at 4% or $266,161 at 6%; with 50% employer match about $266,161 at 4% or $177,441 at 6%; with 100% employer match about $199,621 at 4% or $133,081 at 6%. |
| 2009 | 1 | 8 | $1,556,640 | $87,596 | $10,950iApproximate average salary by contribution assumption: employee only about $273,738 at 4% or $182,492 at 6%; with 50% employer match about $182,492 at 4% or $121,661 at 6%; with 100% employer match about $136,869 at 4% or $91,246 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 8 | $1,556,640 | $87,596 | $10,950iApproximate average salary by contribution assumption: employee only about $273,738 at 4% or $182,492 at 6%; with 50% employer match about $182,492 at 4% or $121,661 at 6%; with 100% employer match about $136,869 at 4% or $91,246 at 6%. |
| 2008 | 1 | 7 | $1,258,262 | $92,135 | $13,162iApproximate average salary by contribution assumption: employee only about $329,054 at 4% or $219,369 at 6%; with 50% employer match about $219,369 at 4% or $146,246 at 6%; with 100% employer match about $164,527 at 4% or $109,685 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 7 | $1,258,262 | $92,135 | $13,162iApproximate average salary by contribution assumption: employee only about $329,054 at 4% or $219,369 at 6%; with 50% employer match about $219,369 at 4% or $146,246 at 6%; with 100% employer match about $164,527 at 4% or $109,685 at 6%. |
| 2007 | 1 | 8 | $1,453,296 | $94,959 | $11,870iApproximate average salary by contribution assumption: employee only about $296,747 at 4% or $197,831 at 6%; with 50% employer match about $197,831 at 4% or $131,888 at 6%; with 100% employer match about $148,373 at 4% or $98,916 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 8 | $1,453,296 | $94,959 | $11,870iApproximate average salary by contribution assumption: employee only about $296,747 at 4% or $197,831 at 6%; with 50% employer match about $197,831 at 4% or $131,888 at 6%; with 100% employer match about $148,373 at 4% or $98,916 at 6%. |
| 2006 | 1 | 6 | $1,299,099 | $81,442 | $13,574iApproximate average salary by contribution assumption: employee only about $339,342 at 4% or $226,228 at 6%; with 50% employer match about $226,228 at 4% or $150,819 at 6%; with 100% employer match about $169,671 at 4% or $113,114 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 6 | $1,299,099 | $81,442 | $13,574iApproximate average salary by contribution assumption: employee only about $339,342 at 4% or $226,228 at 6%; with 50% employer match about $226,228 at 4% or $150,819 at 6%; with 100% employer match about $169,671 at 4% or $113,114 at 6%. |
| 2004 | 1 | 5 | $1,086,942 | $66,176 | $13,235iApproximate average salary by contribution assumption: employee only about $330,880 at 4% or $220,587 at 6%; with 50% employer match about $220,587 at 4% or $147,058 at 6%; with 100% employer match about $165,440 at 4% or $110,293 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 5 | $1,086,942 | $66,176 | $13,235iApproximate average salary by contribution assumption: employee only about $330,880 at 4% or $220,587 at 6%; with 50% employer match about $220,587 at 4% or $147,058 at 6%; with 100% employer match about $165,440 at 4% or $110,293 at 6%. |
| 2003 | 1 | 6 | $950,013 | $65,817 | $10,970iApproximate average salary by contribution assumption: employee only about $274,238 at 4% or $182,825 at 6%; with 50% employer match about $182,825 at 4% or $121,883 at 6%; with 100% employer match about $137,119 at 4% or $91,413 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 6 | $950,013 | $65,817 | $10,970iApproximate average salary by contribution assumption: employee only about $274,238 at 4% or $182,825 at 6%; with 50% employer match about $182,825 at 4% or $121,883 at 6%; with 100% employer match about $137,119 at 4% or $91,413 at 6%. |
| 2002 | 1 | 7 | $803,723 | $60,372 | $8,625iApproximate average salary by contribution assumption: employee only about $215,614 at 4% or $143,743 at 6%; with 50% employer match about $143,743 at 4% or $95,829 at 6%; with 100% employer match about $107,807 at 4% or $71,871 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 7 | $803,723 | $60,372 | $8,625iApproximate average salary by contribution assumption: employee only about $215,614 at 4% or $143,743 at 6%; with 50% employer match about $143,743 at 4% or $95,829 at 6%; with 100% employer match about $107,807 at 4% or $71,871 at 6%. |
| 2001 | 2 | 6 | $754,403 | $45,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | Current | 6 | $754,403 | $21,565 | $3,594iApproximate average salary by contribution assumption: employee only about $89,854 at 4% or $59,903 at 6%; with 50% employer match about $59,903 at 4% or $39,935 at 6%; with 100% employer match about $44,927 at 4% or $29,951 at 6%. |
| Rowan E. Tichenor M.D. PC. Pension Plan | - | 0 | - | $23,435 | - |
| 2000 | 2 | 6 | $766,075 | $47,000 | $7,833iApproximate average salary by contribution assumption: employee only about $195,833 at 4% or $130,556 at 6%; with 50% employer match about $130,556 at 4% or $87,037 at 6%; with 100% employer match about $97,917 at 4% or $65,278 at 6%. |
| Rowan E. Tichenor M.D. PC. Pension Plan | - | 6 | $595,003 | $21,500 | $3,583iApproximate average salary by contribution assumption: employee only about $89,583 at 4% or $59,722 at 6%; with 50% employer match about $59,722 at 4% or $39,815 at 6%; with 100% employer match about $44,792 at 4% or $29,861 at 6%. |
| Rowan E. Tichenor, M.D. PC. Profit Sharing Plan | - | 6 | $171,072 | $25,500 | $4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%. |
| 1999 | 1 | 6 | $594,007 | $18,652 | $3,109iApproximate average salary by contribution assumption: employee only about $77,717 at 4% or $51,811 at 6%; with 50% employer match about $51,811 at 4% or $34,541 at 6%; with 100% employer match about $38,858 at 4% or $25,906 at 6%. |
| Rowan E. Tichenor M.D. PC. Pension Plan | - | 6 | $594,007 | $18,652 | $3,109iApproximate average salary by contribution assumption: employee only about $77,717 at 4% or $51,811 at 6%; with 50% employer match about $51,811 at 4% or $34,541 at 6%; with 100% employer match about $38,858 at 4% or $25,906 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$754,403$583,331 change
Balance Sheet
Beginning and end of plan year.
Total assets$171,072$754,403Increase +$583,331 (340.99%)
Total liabilities$0$0No change $0
Net assets$171,072$754,403Increase +$583,331 (340.99%)
Contributions
Employer contributions$21,565
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$21,034
Total expenses$28,286
Net income$-7,252
Source fields
- Schedule I source fields
- Filing Id
- 84037347318302
- Schedule I EIN
- 83-0254958
- Schedule I Plan Num
- 003
- Schedule I Plan Year Begin Date
- 2001-01-01
- Schedule I Tax Period
- 20011231
- Small plan total assets at beginning of year
- $171,072
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $171,072
- Small plan total assets at end of year
- $754,403
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $754,403
- Small plan employer contributions
- $21,565
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-531
- Small plan total income
- $21,034
- Small plan total benefit distributions
- $28,286
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $28,286
- Small plan net income or loss
- $-7,252
- Small Total Plan Transfers Amount
- $590,583
- 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
- $35,000
- 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.
Pension & Payor
Payor EIN83-0312270
Transfers
Distributed property value$0
Schedule R source fields
- Payor 83-0312270
- Filing Id
- 84037347318302
- Schedule R EIN
- 83-0254958
- Schedule R Plan number
- 003
- Schedule R Plan Year Begin Date
- 2001-01-01
- Schedule R Tax Period
- 20011231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 83-0312270
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0