Civic Intelligence
Filing

David F. Maguda, Dds Money Purchase Pension Plan

David F. Maguda, Dds • EIN 91-1297627 • Plan year 2001

Company ProfileSource Archive
Filing Insights

Participants

Flat

1 → 1

0 • 0.00%

Assets

Down

$510,954 → $496,343

-$14,611 • -2.86%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$-14,611
Pension payor EIN
91-1636344

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

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201311$2,171,611$15,875$15,875iApproximate average salary by contribution assumption: employee only about $396,875 at 4% or $264,583 at 6%; with 50% employer match about $264,583 at 4% or $176,389 at 6%; with 100% employer match about $198,438 at 4% or $132,292 at 6%.
David F. Maguda, Dds Profit Sharing Plan-1$2,171,611$15,875$15,875iApproximate average salary by contribution assumption: employee only about $396,875 at 4% or $264,583 at 6%; with 50% employer match about $264,583 at 4% or $176,389 at 6%; with 100% employer match about $198,438 at 4% or $132,292 at 6%.
201211$1,906,075$19,594$19,594iApproximate average salary by contribution assumption: employee only about $489,850 at 4% or $326,567 at 6%; with 50% employer match about $326,567 at 4% or $217,711 at 6%; with 100% employer match about $244,925 at 4% or $163,283 at 6%.
David F. Maguda, Dds Profit Sharing Plan-1$1,906,075$19,594$19,594iApproximate average salary by contribution assumption: employee only about $489,850 at 4% or $326,567 at 6%; with 50% employer match about $326,567 at 4% or $217,711 at 6%; with 100% employer match about $244,925 at 4% or $163,283 at 6%.
201111$1,778,097$25,717$25,717iApproximate average salary by contribution assumption: employee only about $642,925 at 4% or $428,617 at 6%; with 50% employer match about $428,617 at 4% or $285,744 at 6%; with 100% employer match about $321,463 at 4% or $214,308 at 6%.
David F. Maguda, Dds Profit Sharing Plan-1$1,778,097$25,717$25,717iApproximate average salary by contribution assumption: employee only about $642,925 at 4% or $428,617 at 6%; with 50% employer match about $428,617 at 4% or $285,744 at 6%; with 100% employer match about $321,463 at 4% or $214,308 at 6%.
201011$1,763,797$26,723$26,723iApproximate average salary by contribution assumption: employee only about $668,075 at 4% or $445,383 at 6%; with 50% employer match about $445,383 at 4% or $296,922 at 6%; with 100% employer match about $334,038 at 4% or $222,692 at 6%.
David F. Maguda, Dds Profit Sharing Plan-1$1,763,797$26,723$26,723iApproximate average salary by contribution assumption: employee only about $668,075 at 4% or $445,383 at 6%; with 50% employer match about $445,383 at 4% or $296,922 at 6%; with 100% employer match about $334,038 at 4% or $222,692 at 6%.
200911$1,634,850$31,436$31,436iApproximate average salary by contribution assumption: employee only about $785,900 at 4% or $523,933 at 6%; with 50% employer match about $523,933 at 4% or $349,289 at 6%; with 100% employer match about $392,950 at 4% or $261,967 at 6%.
David F. Maguda, Dds Profit Sharing Plan-1$1,634,850$31,436$31,436iApproximate average salary by contribution assumption: employee only about $785,900 at 4% or $523,933 at 6%; with 50% employer match about $523,933 at 4% or $349,289 at 6%; with 100% employer match about $392,950 at 4% or $261,967 at 6%.
200811$1,438,095$35,567$35,567iApproximate average salary by contribution assumption: employee only about $889,175 at 4% or $592,783 at 6%; with 50% employer match about $592,783 at 4% or $395,189 at 6%; with 100% employer match about $444,588 at 4% or $296,392 at 6%.
David F. Maguda, Dds Profit Sharing Plan-1$1,438,095$35,567$35,567iApproximate average salary by contribution assumption: employee only about $889,175 at 4% or $592,783 at 6%; with 50% employer match about $592,783 at 4% or $395,189 at 6%; with 100% employer match about $444,588 at 4% or $296,392 at 6%.
200711$1,565,947$37,150$37,150iApproximate average salary by contribution assumption: employee only about $928,750 at 4% or $619,167 at 6%; with 50% employer match about $619,167 at 4% or $412,778 at 6%; with 100% employer match about $464,375 at 4% or $309,583 at 6%.
David F. Maguda, Dds Profit Sharing Plan-1$1,565,947$37,150$37,150iApproximate average salary by contribution assumption: employee only about $928,750 at 4% or $619,167 at 6%; with 50% employer match about $619,167 at 4% or $412,778 at 6%; with 100% employer match about $464,375 at 4% or $309,583 at 6%.
200611$1,384,294$37,775$37,775iApproximate average salary by contribution assumption: employee only about $944,375 at 4% or $629,583 at 6%; with 50% employer match about $629,583 at 4% or $419,722 at 6%; with 100% employer match about $472,188 at 4% or $314,792 at 6%.
David F. Maguda, Dds Profit Sharing Plan-1$1,384,294$37,775$37,775iApproximate average salary by contribution assumption: employee only about $944,375 at 4% or $629,583 at 6%; with 50% employer match about $629,583 at 4% or $419,722 at 6%; with 100% employer match about $472,188 at 4% or $314,792 at 6%.
200511$1,217,539$40,086$40,086iApproximate average salary by contribution assumption: employee only about $1,002,150 at 4% or $668,100 at 6%; with 50% employer match about $668,100 at 4% or $445,400 at 6%; with 100% employer match about $501,075 at 4% or $334,050 at 6%.
David F. Maguda, Dds Profit Sharing Plan-1$1,217,539$40,086$40,086iApproximate average salary by contribution assumption: employee only about $1,002,150 at 4% or $668,100 at 6%; with 50% employer match about $668,100 at 4% or $445,400 at 6%; with 100% employer match about $501,075 at 4% or $334,050 at 6%.
200411$1,115,783$37,258$37,258iApproximate average salary by contribution assumption: employee only about $931,450 at 4% or $620,967 at 6%; with 50% employer match about $620,967 at 4% or $413,978 at 6%; with 100% employer match about $465,725 at 4% or $310,483 at 6%.
David F. Maguda, Dds Profit Sharing Plan-1$1,115,783$37,258$37,258iApproximate average salary by contribution assumption: employee only about $931,450 at 4% or $620,967 at 6%; with 50% employer match about $620,967 at 4% or $413,978 at 6%; with 100% employer match about $465,725 at 4% or $310,483 at 6%.
200311$997,040$37,032$37,032iApproximate average salary by contribution assumption: employee only about $925,800 at 4% or $617,200 at 6%; with 50% employer match about $617,200 at 4% or $411,467 at 6%; with 100% employer match about $462,900 at 4% or $308,600 at 6%.
David F. Maguda, Dds Profit Sharing Plan-1$997,040$37,032$37,032iApproximate average salary by contribution assumption: employee only about $925,800 at 4% or $617,200 at 6%; with 50% employer match about $617,200 at 4% or $411,467 at 6%; with 100% employer match about $462,900 at 4% or $308,600 at 6%.
200221$0$0-
David F. Maguda, Dds Profit Sharing Plan-1---
David F. Maguda, Dds Money Purchase Pension Plan-0---
200121$809,382$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
David F. Maguda, Dds Money Purchase Pension PlanCurrent1$496,343$14,263$14,263iApproximate average salary by contribution assumption: employee only about $356,575 at 4% or $237,717 at 6%; with 50% employer match about $237,717 at 4% or $158,478 at 6%; with 100% employer match about $178,288 at 4% or $118,858 at 6%.
David F. Maguda, Dds Profit Sharing Plan-1$313,039$20,737$20,737iApproximate average salary by contribution assumption: employee only about $518,425 at 4% or $345,617 at 6%; with 50% employer match about $345,617 at 4% or $230,411 at 6%; with 100% employer match about $259,213 at 4% or $172,808 at 6%.
200021$510,954$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
David F. Maguda, Dds Money Purchase Pension Plan-1$510,954$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
David F. Maguda, Dds Profit Sharing Plan-1---
199921$757,243$30,388$30,388iApproximate average salary by contribution assumption: employee only about $759,700 at 4% or $506,467 at 6%; with 50% employer match about $506,467 at 4% or $337,644 at 6%; with 100% employer match about $379,850 at 4% or $253,233 at 6%.
David F. Maguda, Dds Money Purchase Pension Plan-1$460,705$30,388$30,388iApproximate average salary by contribution assumption: employee only about $759,700 at 4% or $506,467 at 6%; with 50% employer match about $506,467 at 4% or $337,644 at 6%; with 100% employer match about $379,850 at 4% or $253,233 at 6%.
David F. Maguda, Dds Profit Sharing Plan-1$296,538--
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$496,343-$14,611 change

Balance Sheet

Beginning and end of plan year.

Total assets$510,954$496,343Decrease -$14,611 (-2.86%)
Total liabilities$0$0No change $0
Net assets$510,954$496,343Decrease -$14,611 (-2.86%)

Contributions

Employer contributions$14,263
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$-14,611
Total expenses$0
Net income$-14,611
Source fields
Schedule I source fields
Filing Id
84037347329022
Schedule I EIN
91-1297627
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2001-01-01
Schedule I Tax Period
20011231
Small plan total assets at beginning of year
$510,954
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$510,954
Small plan total assets at end of year
$496,343
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$496,343
Small plan employer contributions
$14,263
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-28,874
Small plan total income
$-14,611
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
$-14,611
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

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN91-1636344

Transfers

Distributed property value$0
Schedule R source fields
Payor 91-1636344
Filing Id
84037347329022
Schedule R EIN
91-1297627
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2001-01-01
Schedule R Tax Period
20011231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
91-1636344
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$14,263
Pension Employer Contribution Paid Amount
$14,263
Pension Funding Deficiency Amount
$0