Civic Intelligence
Filing

Steven L. Oscherwitz, M.D. Money Purchase Pension Plan

Steven L. Oscherwitz, M.D. • EIN 86-0696406 • Plan year 2001

Company ProfileSource Archive
Filing Insights

Participants

Down

5 → 0

-5 • -100.00%

Assets

Down

$55,673 → $0

-$55,673 • -100.00%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$9,593

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

Yes

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
200415$444,949$48,398$9,680iApproximate average salary by contribution assumption: employee only about $241,990 at 4% or $161,327 at 6%; with 50% employer match about $161,327 at 4% or $107,551 at 6%; with 100% employer match about $120,995 at 4% or $80,663 at 6%.
Steven L. Oscherwitz, M.D. Profit Sharing Plan and Trust-5$444,949$48,398$9,680iApproximate average salary by contribution assumption: employee only about $241,990 at 4% or $161,327 at 6%; with 50% employer match about $161,327 at 4% or $107,551 at 6%; with 100% employer match about $120,995 at 4% or $80,663 at 6%.
200315$374,067$48,664$9,733iApproximate average salary by contribution assumption: employee only about $243,320 at 4% or $162,213 at 6%; with 50% employer match about $162,213 at 4% or $108,142 at 6%; with 100% employer match about $121,660 at 4% or $81,107 at 6%.
Steven L. Oscherwitz, M.D. Profit Sharing Plan and Trust-5$374,067$48,664$9,733iApproximate average salary by contribution assumption: employee only about $243,320 at 4% or $162,213 at 6%; with 50% employer match about $162,213 at 4% or $108,142 at 6%; with 100% employer match about $121,660 at 4% or $81,107 at 6%.
200215$225,006$50,223$10,045iApproximate average salary by contribution assumption: employee only about $251,115 at 4% or $167,410 at 6%; with 50% employer match about $167,410 at 4% or $111,607 at 6%; with 100% employer match about $125,558 at 4% or $83,705 at 6%.
Steven L. Oscherwitz, M.D. Profit Sharing Plan and Trust-5$225,006$50,223$10,045iApproximate average salary by contribution assumption: employee only about $251,115 at 4% or $167,410 at 6%; with 50% employer match about $167,410 at 4% or $111,607 at 6%; with 100% employer match about $125,558 at 4% or $83,705 at 6%.
200125$241,652$45,274$9,055iApproximate average salary by contribution assumption: employee only about $226,370 at 4% or $150,913 at 6%; with 50% employer match about $150,913 at 4% or $100,609 at 6%; with 100% employer match about $113,185 at 4% or $75,457 at 6%.
Steven L. Oscherwitz, M.D. Profit Sharing Plan and Trust-5$241,652$33,853$6,771iApproximate average salary by contribution assumption: employee only about $169,265 at 4% or $112,843 at 6%; with 50% employer match about $112,843 at 4% or $75,229 at 6%; with 100% employer match about $84,633 at 4% or $56,422 at 6%.
Steven L. Oscherwitz, M.D. Money Purchase Pension PlanCurrent0-$11,421-
200025$205,362$40,479$8,096iApproximate average salary by contribution assumption: employee only about $202,395 at 4% or $134,930 at 6%; with 50% employer match about $134,930 at 4% or $89,953 at 6%; with 100% employer match about $101,198 at 4% or $67,465 at 6%.
Steven L. Oscherwitz, M.D. Profit Sharing Plan and Trust-5$149,689$28,366$5,673iApproximate average salary by contribution assumption: employee only about $141,830 at 4% or $94,553 at 6%; with 50% employer match about $94,553 at 4% or $63,036 at 6%; with 100% employer match about $70,915 at 4% or $47,277 at 6%.
Steven L. Oscherwitz, M.D. Money Purchase Pension Plan-5$55,673$12,113$2,423iApproximate average salary by contribution assumption: employee only about $60,565 at 4% or $40,377 at 6%; with 50% employer match about $40,377 at 4% or $26,918 at 6%; with 100% employer match about $30,283 at 4% or $20,188 at 6%.
199925$178,158$38,415$7,683iApproximate average salary by contribution assumption: employee only about $192,075 at 4% or $128,050 at 6%; with 50% employer match about $128,050 at 4% or $85,367 at 6%; with 100% employer match about $96,038 at 4% or $64,025 at 6%.
Steven L. Oscherwitz, M.D. Profit Sharing Plan and Trust-5$131,923$27,724$5,545iApproximate average salary by contribution assumption: employee only about $138,620 at 4% or $92,413 at 6%; with 50% employer match about $92,413 at 4% or $61,609 at 6%; with 100% employer match about $69,310 at 4% or $46,207 at 6%.
Steven L. Oscherwitz, M.D. Money Purchase Pension Plan-5$46,235$10,691$2,138iApproximate average salary by contribution assumption: employee only about $53,455 at 4% or $35,637 at 6%; with 50% employer match about $35,637 at 4% or $23,758 at 6%; with 100% employer match about $26,727 at 4% or $17,818 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$0-$55,673 change

Balance Sheet

Beginning and end of plan year.

Total assets$55,673$0Decrease -$55,673 (-100.00%)
Total liabilities$0$0No change $0
Net assets$55,673$0Decrease -$55,673 (-100.00%)

Contributions

Employer contributions$11,421
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$9,593
Total expenses$0
Net income$9,593
Source fields
Schedule I source fields
Filing Id
84037344347312
Schedule I EIN
86-0696406
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2001-01-01
Schedule I Tax Period
20011231
Small plan total assets at beginning of year
$55,673
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$55,673
Small plan total assets at end of year
$0
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$0
Small plan employer contributions
$11,421
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-1,828
Small plan total income
$9,593
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
$9,593
Small Total Plan Transfers Amount
$-65,266
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
$40,000
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
Yes
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0
Small Plan Transfer 01 Name
STEVEN L. OSCHERWITZ, M.D. PROFIT S
Small Plan Transfer 01 EIN
86-0696406
Small Plan Transfer 01 Plan number
001

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
84037344347312
Schedule R EIN
86-0696406
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2001-01-01
Schedule R Tax Period
20011231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$11,421
Pension Employer Contribution Paid Amount
$11,421
Pension Funding Deficiency Amount
$0