Civic Intelligence
Filing

Fred M. Foss, MD

Fred M. Foss, MD • EIN 91-1339191 • Plan year 2001

Company ProfileSource Archive
Filing Insights

Participants

Down

9 → 8

-1 • -11.11%

Assets

Up

$93,042 → $142,275

$49,233 • 52.91%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$49,233

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

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
202210$0$0-
Fred M. Foss, MD-0$0--
202114$1,039,431$73,178$18,295iApproximate average salary by contribution assumption: employee only about $457,363 at 4% or $304,908 at 6%; with 50% employer match about $304,908 at 4% or $203,272 at 6%; with 100% employer match about $228,681 at 4% or $152,454 at 6%.
Fred M. Foss, MD-4$1,039,431$73,178$18,295iApproximate average salary by contribution assumption: employee only about $457,363 at 4% or $304,908 at 6%; with 50% employer match about $304,908 at 4% or $203,272 at 6%; with 100% employer match about $228,681 at 4% or $152,454 at 6%.
202014$918,947$61,650$15,413iApproximate average salary by contribution assumption: employee only about $385,313 at 4% or $256,875 at 6%; with 50% employer match about $256,875 at 4% or $171,250 at 6%; with 100% employer match about $192,656 at 4% or $128,438 at 6%.
Fred M. Foss, MD-4$918,947$61,650$15,413iApproximate average salary by contribution assumption: employee only about $385,313 at 4% or $256,875 at 6%; with 50% employer match about $256,875 at 4% or $171,250 at 6%; with 100% employer match about $192,656 at 4% or $128,438 at 6%.
201914$780,619$73,993$18,498iApproximate average salary by contribution assumption: employee only about $462,456 at 4% or $308,304 at 6%; with 50% employer match about $308,304 at 4% or $205,536 at 6%; with 100% employer match about $231,228 at 4% or $154,152 at 6%.
Fred M. Foss, MD-4$780,619$73,993$18,498iApproximate average salary by contribution assumption: employee only about $462,456 at 4% or $308,304 at 6%; with 50% employer match about $308,304 at 4% or $205,536 at 6%; with 100% employer match about $231,228 at 4% or $154,152 at 6%.
201816$654,098$77,339$12,890iApproximate average salary by contribution assumption: employee only about $322,246 at 4% or $214,831 at 6%; with 50% employer match about $214,831 at 4% or $143,220 at 6%; with 100% employer match about $161,123 at 4% or $107,415 at 6%.
Fred M. Foss, MD-6$654,098$77,339$12,890iApproximate average salary by contribution assumption: employee only about $322,246 at 4% or $214,831 at 6%; with 50% employer match about $214,831 at 4% or $143,220 at 6%; with 100% employer match about $161,123 at 4% or $107,415 at 6%.
201717$584,887$77,168$11,024iApproximate average salary by contribution assumption: employee only about $275,600 at 4% or $183,733 at 6%; with 50% employer match about $183,733 at 4% or $122,489 at 6%; with 100% employer match about $137,800 at 4% or $91,867 at 6%.
Fred M. Foss, MD-7$584,887$77,168$11,024iApproximate average salary by contribution assumption: employee only about $275,600 at 4% or $183,733 at 6%; with 50% employer match about $183,733 at 4% or $122,489 at 6%; with 100% employer match about $137,800 at 4% or $91,867 at 6%.
201617$480,994$69,792$9,970iApproximate average salary by contribution assumption: employee only about $249,257 at 4% or $166,171 at 6%; with 50% employer match about $166,171 at 4% or $110,781 at 6%; with 100% employer match about $124,629 at 4% or $83,086 at 6%.
Fred M. Foss, MD-7$480,994$69,792$9,970iApproximate average salary by contribution assumption: employee only about $249,257 at 4% or $166,171 at 6%; with 50% employer match about $166,171 at 4% or $110,781 at 6%; with 100% employer match about $124,629 at 4% or $83,086 at 6%.
201518$584,837$96,335$12,042iApproximate average salary by contribution assumption: employee only about $301,047 at 4% or $200,698 at 6%; with 50% employer match about $200,698 at 4% or $133,799 at 6%; with 100% employer match about $150,523 at 4% or $100,349 at 6%.
Fred M. Foss, MD-8$584,837$96,335$12,042iApproximate average salary by contribution assumption: employee only about $301,047 at 4% or $200,698 at 6%; with 50% employer match about $200,698 at 4% or $133,799 at 6%; with 100% employer match about $150,523 at 4% or $100,349 at 6%.
201419$501,855$87,422$9,714iApproximate average salary by contribution assumption: employee only about $242,839 at 4% or $161,893 at 6%; with 50% employer match about $161,893 at 4% or $107,928 at 6%; with 100% employer match about $121,419 at 4% or $80,946 at 6%.
Fred M. Foss, MD-9$501,855$87,422$9,714iApproximate average salary by contribution assumption: employee only about $242,839 at 4% or $161,893 at 6%; with 50% employer match about $161,893 at 4% or $107,928 at 6%; with 100% employer match about $121,419 at 4% or $80,946 at 6%.
2013110$603,248$99,430$9,943iApproximate average salary by contribution assumption: employee only about $248,575 at 4% or $165,717 at 6%; with 50% employer match about $165,717 at 4% or $110,478 at 6%; with 100% employer match about $124,288 at 4% or $82,858 at 6%.
Fred M. Foss, MD-10$603,248$99,430$9,943iApproximate average salary by contribution assumption: employee only about $248,575 at 4% or $165,717 at 6%; with 50% employer match about $165,717 at 4% or $110,478 at 6%; with 100% employer match about $124,288 at 4% or $82,858 at 6%.
201219$549,653$83,639$9,293iApproximate average salary by contribution assumption: employee only about $232,331 at 4% or $154,887 at 6%; with 50% employer match about $154,887 at 4% or $103,258 at 6%; with 100% employer match about $116,165 at 4% or $77,444 at 6%.
Fred M. Foss, MD-9$549,653$83,639$9,293iApproximate average salary by contribution assumption: employee only about $232,331 at 4% or $154,887 at 6%; with 50% employer match about $154,887 at 4% or $103,258 at 6%; with 100% employer match about $116,165 at 4% or $77,444 at 6%.
201119$994,427$76,086$8,454iApproximate average salary by contribution assumption: employee only about $211,350 at 4% or $140,900 at 6%; with 50% employer match about $140,900 at 4% or $93,933 at 6%; with 100% employer match about $105,675 at 4% or $70,450 at 6%.
Fred M. Foss, MD-9$994,427$76,086$8,454iApproximate average salary by contribution assumption: employee only about $211,350 at 4% or $140,900 at 6%; with 50% employer match about $140,900 at 4% or $93,933 at 6%; with 100% employer match about $105,675 at 4% or $70,450 at 6%.
2010111$958,455$103,327$9,393iApproximate average salary by contribution assumption: employee only about $234,834 at 4% or $156,556 at 6%; with 50% employer match about $156,556 at 4% or $104,371 at 6%; with 100% employer match about $117,417 at 4% or $78,278 at 6%.
Fred M. Foss, MD-11$958,455$103,327$9,393iApproximate average salary by contribution assumption: employee only about $234,834 at 4% or $156,556 at 6%; with 50% employer match about $156,556 at 4% or $104,371 at 6%; with 100% employer match about $117,417 at 4% or $78,278 at 6%.
2009112$1,088,476$195,924$16,327iApproximate average salary by contribution assumption: employee only about $408,175 at 4% or $272,117 at 6%; with 50% employer match about $272,117 at 4% or $181,411 at 6%; with 100% employer match about $204,088 at 4% or $136,058 at 6%.
Fred M. Foss, MD-12$1,088,476$195,924$16,327iApproximate average salary by contribution assumption: employee only about $408,175 at 4% or $272,117 at 6%; with 50% employer match about $272,117 at 4% or $181,411 at 6%; with 100% employer match about $204,088 at 4% or $136,058 at 6%.
2008113$899,996$199,203$15,323iApproximate average salary by contribution assumption: employee only about $383,083 at 4% or $255,388 at 6%; with 50% employer match about $255,388 at 4% or $170,259 at 6%; with 100% employer match about $191,541 at 4% or $127,694 at 6%.
Fred M. Foss, MD-13$899,996$199,203$15,323iApproximate average salary by contribution assumption: employee only about $383,083 at 4% or $255,388 at 6%; with 50% employer match about $255,388 at 4% or $170,259 at 6%; with 100% employer match about $191,541 at 4% or $127,694 at 6%.
2007114$952,411$166,084$11,863iApproximate average salary by contribution assumption: employee only about $296,579 at 4% or $197,719 at 6%; with 50% employer match about $197,719 at 4% or $131,813 at 6%; with 100% employer match about $148,289 at 4% or $98,860 at 6%.
Fred M. Foss, MD-14$952,411$166,084$11,863iApproximate average salary by contribution assumption: employee only about $296,579 at 4% or $197,719 at 6%; with 50% employer match about $197,719 at 4% or $131,813 at 6%; with 100% employer match about $148,289 at 4% or $98,860 at 6%.
2006111$723,656$125,370$11,397iApproximate average salary by contribution assumption: employee only about $284,932 at 4% or $189,955 at 6%; with 50% employer match about $189,955 at 4% or $126,636 at 6%; with 100% employer match about $142,466 at 4% or $94,977 at 6%.
Fred M. Foss, MD-11$723,656$125,370$11,397iApproximate average salary by contribution assumption: employee only about $284,932 at 4% or $189,955 at 6%; with 50% employer match about $189,955 at 4% or $126,636 at 6%; with 100% employer match about $142,466 at 4% or $94,977 at 6%.
2005110$567,908$121,199$12,120iApproximate average salary by contribution assumption: employee only about $302,998 at 4% or $201,998 at 6%; with 50% employer match about $201,998 at 4% or $134,666 at 6%; with 100% employer match about $151,499 at 4% or $100,999 at 6%.
Fred M. Foss, MD-10$567,908$121,199$12,120iApproximate average salary by contribution assumption: employee only about $302,998 at 4% or $201,998 at 6%; with 50% employer match about $201,998 at 4% or $134,666 at 6%; with 100% employer match about $151,499 at 4% or $100,999 at 6%.
2004111$427,337$109,217$9,929iApproximate average salary by contribution assumption: employee only about $248,220 at 4% or $165,480 at 6%; with 50% employer match about $165,480 at 4% or $110,320 at 6%; with 100% employer match about $124,110 at 4% or $82,740 at 6%.
Fred M. Foss, MD-11$427,337$109,217$9,929iApproximate average salary by contribution assumption: employee only about $248,220 at 4% or $165,480 at 6%; with 50% employer match about $165,480 at 4% or $110,320 at 6%; with 100% employer match about $124,110 at 4% or $82,740 at 6%.
2003110$307,294$90,072$9,007iApproximate average salary by contribution assumption: employee only about $225,180 at 4% or $150,120 at 6%; with 50% employer match about $150,120 at 4% or $100,080 at 6%; with 100% employer match about $112,590 at 4% or $75,060 at 6%.
Fred M. Foss, MD-10$307,294$90,072$9,007iApproximate average salary by contribution assumption: employee only about $225,180 at 4% or $150,120 at 6%; with 50% employer match about $150,120 at 4% or $100,080 at 6%; with 100% employer match about $112,590 at 4% or $75,060 at 6%.
200219$199,914$91,318$10,146iApproximate average salary by contribution assumption: employee only about $253,661 at 4% or $169,107 at 6%; with 50% employer match about $169,107 at 4% or $112,738 at 6%; with 100% employer match about $126,831 at 4% or $84,554 at 6%.
Fred M. Foss, MD-9$199,914$91,318$10,146iApproximate average salary by contribution assumption: employee only about $253,661 at 4% or $169,107 at 6%; with 50% employer match about $169,107 at 4% or $112,738 at 6%; with 100% employer match about $126,831 at 4% or $84,554 at 6%.
200118$142,275$64,743$8,093iApproximate average salary by contribution assumption: employee only about $202,322 at 4% or $134,881 at 6%; with 50% employer match about $134,881 at 4% or $89,921 at 6%; with 100% employer match about $101,161 at 4% or $67,441 at 6%.
Fred M. Foss, MDCurrent8$142,275$64,743$8,093iApproximate average salary by contribution assumption: employee only about $202,322 at 4% or $134,881 at 6%; with 50% employer match about $134,881 at 4% or $89,921 at 6%; with 100% employer match about $101,161 at 4% or $67,441 at 6%.
200019$0$0-
Fred M. Foss, MD-9---
199910$44,919$44,919-
Fred M. Foss, MD-0$44,919$44,919-
Schedule Details

Schedule A

Row 1
Filing Id
84037347300802
Form Id
23536282
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1040372347300050002
Ins Broker 01 Name
FRENCH FINANCIAL SERVICES
Ins Broker Comm Pd 01 Amount
$244
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: GUARDIAN LIFE INSURANCE & ANNUITY CO. INC.
Filing Id
84037347300802
Form Id
23536282
Schedule A EIN
91-1339191
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2001-01-01
Schedule A Tax Period
20011231
Ins Carrier Name
GUARDIAN LIFE INSURANCE & ANNUITY CO. INC.
Ins Carrier EIN
13-2656036
Ins Carrier Naic Code
78778
Ins Contract Num
603719
Ins Prsn Covered End of year Count
10
Ins Policy From Date
2001-01-01
Ins Policy To Date
2001-12-31
Ins Broker Comm Total Amount
$244
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$99,300
Pension Basis Rates Text
ON FILE
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension Type Alloc Cntrct Indicator
No
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
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
84037347300802
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1040372347300050003
DFE P1 Entity 01 Name
GUARDIAN ADV. SEPARATE ACCTS. L
DFE P1 Spons 01 Name
GUARDIAN LIFE INSURANCE & ANNUITY
DFE P1 Plan 01 EIN Plan number
132656036132
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$99,300
Row 2
Filing Id
84037347300802
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1040372347300050003

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$142,275$49,233 change

Balance Sheet

Beginning and end of plan year.

Total assets$93,042$142,275Increase +$49,233 (52.91%)
Total liabilities$0$0No change $0
Net assets$93,042$142,275Increase +$49,233 (52.91%)

Contributions

Employer contributions$36,369
Participant contributions$28,374
Other contributions$0

Income & Expenses

Total income$49,233
Total expenses$0
Net income$49,233
Source fields
Schedule I source fields
Filing Id
84037347300802
Schedule I EIN
91-1339191
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
$93,042
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$93,042
Small plan total assets at end of year
$142,275
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$142,275
Small plan employer contributions
$36,369
Small plan participant contributions
$28,374
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-15,510
Small plan total income
$49,233
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
$49,233
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
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
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0