Civic Intelligence
Filing

Charles E Haspels, Dds Profit Sharing Plan

Charles E. Haspels, D.D.S. • EIN 84-0995307 • Cortez, CO • Plan year 1999

Company ProfileSource Archive
606 Texas StreetCortez, CO 81321

606 TEXAS STREET, CORTEZ, CO 81321

Filing Insights

Participants

Up

4 → 5

1 • 25.00%

Assets

Up

$8,045 → $22,445

$14,400 • 178.99%

Investment Management Fee

-

Admin expenses - • Total expenses $60

Filing Details

Context
Net investment result
$14,400

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

Not reported

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
200911$80,768$0-
Charles E Haspels, Dds Profit Sharing Plan-1$80,768$0-
200810$69,133$0-
Charles E Haspels, Dds Profit Sharing Plan-0$69,133--
200711$92,513$0-
Charles E Haspels, Dds Profit Sharing Plan-1$92,513--
200611$87,509$3,100$3,100iApproximate average salary by contribution assumption: employee only about $77,500 at 4% or $51,667 at 6%; with 50% employer match about $51,667 at 4% or $34,444 at 6%; with 100% employer match about $38,750 at 4% or $25,833 at 6%.
Charles E Haspels, Dds Profit Sharing Plan-1$87,509$3,100$3,100iApproximate average salary by contribution assumption: employee only about $77,500 at 4% or $51,667 at 6%; with 50% employer match about $51,667 at 4% or $34,444 at 6%; with 100% employer match about $38,750 at 4% or $25,833 at 6%.
200511$79,285$14,058$14,058iApproximate average salary by contribution assumption: employee only about $351,450 at 4% or $234,300 at 6%; with 50% employer match about $234,300 at 4% or $156,200 at 6%; with 100% employer match about $175,725 at 4% or $117,150 at 6%.
Charles E Haspels, Dds Profit Sharing Plan-1$79,285$14,058$14,058iApproximate average salary by contribution assumption: employee only about $351,450 at 4% or $234,300 at 6%; with 50% employer match about $234,300 at 4% or $156,200 at 6%; with 100% employer match about $175,725 at 4% or $117,150 at 6%.
200411$71,320$15,411$15,411iApproximate average salary by contribution assumption: employee only about $385,275 at 4% or $256,850 at 6%; with 50% employer match about $256,850 at 4% or $171,233 at 6%; with 100% employer match about $192,638 at 4% or $128,425 at 6%.
Charles E Haspels, Dds Profit Sharing Plan-1$71,320$15,411$15,411iApproximate average salary by contribution assumption: employee only about $385,275 at 4% or $256,850 at 6%; with 50% employer match about $256,850 at 4% or $171,233 at 6%; with 100% employer match about $192,638 at 4% or $128,425 at 6%.
200314$65,083$17,186$4,297iApproximate average salary by contribution assumption: employee only about $107,413 at 4% or $71,608 at 6%; with 50% employer match about $71,608 at 4% or $47,739 at 6%; with 100% employer match about $53,706 at 4% or $35,804 at 6%.
Charles E Haspels, Dds Profit Sharing Plan-4$65,083$17,186$4,297iApproximate average salary by contribution assumption: employee only about $107,413 at 4% or $71,608 at 6%; with 50% employer match about $71,608 at 4% or $47,739 at 6%; with 100% employer match about $53,706 at 4% or $35,804 at 6%.
200215$48,292$15,875$3,175iApproximate average salary by contribution assumption: employee only about $79,375 at 4% or $52,917 at 6%; with 50% employer match about $52,917 at 4% or $35,278 at 6%; with 100% employer match about $39,688 at 4% or $26,458 at 6%.
Charles E Haspels, Dds Profit Sharing Plan-5$48,292$15,875$3,175iApproximate average salary by contribution assumption: employee only about $79,375 at 4% or $52,917 at 6%; with 50% employer match about $52,917 at 4% or $35,278 at 6%; with 100% employer match about $39,688 at 4% or $26,458 at 6%.
200115$47,817$16,610$3,322iApproximate average salary by contribution assumption: employee only about $83,050 at 4% or $55,367 at 6%; with 50% employer match about $55,367 at 4% or $36,911 at 6%; with 100% employer match about $41,525 at 4% or $27,683 at 6%.
Charles E Haspels, Dds Profit Sharing Plan-5$47,817$16,610$3,322iApproximate average salary by contribution assumption: employee only about $83,050 at 4% or $55,367 at 6%; with 50% employer match about $55,367 at 4% or $36,911 at 6%; with 100% employer match about $41,525 at 4% or $27,683 at 6%.
200015$34,978$16,034$3,207iApproximate average salary by contribution assumption: employee only about $80,170 at 4% or $53,447 at 6%; with 50% employer match about $53,447 at 4% or $35,631 at 6%; with 100% employer match about $40,085 at 4% or $26,723 at 6%.
Charles E Haspels, Dds Profit Sharing Plan-5$34,978$16,034$3,207iApproximate average salary by contribution assumption: employee only about $80,170 at 4% or $53,447 at 6%; with 50% employer match about $53,447 at 4% or $35,631 at 6%; with 100% employer match about $40,085 at 4% or $26,723 at 6%.
199915$22,445$13,291$2,658iApproximate average salary by contribution assumption: employee only about $66,455 at 4% or $44,303 at 6%; with 50% employer match about $44,303 at 4% or $29,536 at 6%; with 100% employer match about $33,228 at 4% or $22,152 at 6%.
Charles E Haspels, Dds Profit Sharing PlanCurrent5$22,445$13,291$2,658iApproximate average salary by contribution assumption: employee only about $66,455 at 4% or $44,303 at 6%; with 50% employer match about $44,303 at 4% or $29,536 at 6%; with 100% employer match about $33,228 at 4% or $22,152 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
91037178293711
Form Id
7668418
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371124399050002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Ins Carrier Name: THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
Filing Id
91037178293711
Form Id
7668418
Schedule A EIN
84-0995307
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
Ins Carrier EIN
13-5570651
Ins Carrier Naic Code
62944
Ins Contract Num
840995307D1
Ins Prsn Covered End of year Count
6
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$1,367
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$7,056
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$129
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$7,185
Pension Total Bal Addn Amount
$7,782
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$48
Pension Transfer To Amount
$2,565
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$2,613
Pension End of year Bal Amount
$5,169
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
91037178293711
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371124399050003
Row 2
Filing Id
91037178293711
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371124399050003
DFE P1 Entity 01 Name
EQUITABLE'S PSA NO. 30
DFE P1 Spons 01 Name
THE EQUITABLE LIFE ASSURANCE SOC US
DFE P1 Plan 01 EIN Plan number
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,029
Row 3
Filing Id
91037178293711
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
30371124399050003
DFE P1 Entity 01 Name
EQUITABLE'S PSA NO. 195
DFE P1 Spons 01 Name
THE EQUITABLE LIFE ASSURANCE SOC US
DFE P1 Plan 01 EIN Plan number
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,468
Row 4
Filing Id
91037178293711
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
30371124399050003
DFE P1 Entity 01 Name
EQUITABLE'S PSA NO. 197
DFE P1 Spons 01 Name
THE EQUITABLE LIFE ASSURANCE SOC US
DFE P1 Plan 01 EIN Plan number
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,970
Row 5
Filing Id
91037178293711
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
30371124399050003
DFE P1 Entity 01 Name
EQUITABLE'S PSA NO. 198
DFE P1 Spons 01 Name
THE EQUITABLE LIFE ASSURANCE SOC US
DFE P1 Plan 01 EIN Plan number
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,212

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$22,445$14,400 change

Balance Sheet

Beginning and end of plan year.

Total assets$8,045$22,445Increase +$14,400 (178.99%)
Total liabilities$0$0No change $0
Net assets$8,045$22,445Increase +$14,400 (178.99%)

Contributions

Employer contributions$5,473
Participant contributions$7,818
Other contributions$0

Income & Expenses

Total income$14,460
Total expenses$60
Net income$14,400
Source fields
Schedule I source fields
Filing Id
91037178293711
Schedule I EIN
84-0995307
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$8,045
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$8,045
Small plan total assets at end of year
$22,445
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$22,445
Small plan employer contributions
$5,473
Small plan participant contributions
$7,818
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$1,169
Small plan total income
$14,460
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
$14,400
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 resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0