Fidelity bond in place
No
Filing
Robert E. Witker, Dds Pension Plan
Robert E. Witker Dds • EIN 91-1566341 • Plan year 2002
Filing Insights
Participants
Flat3 → 3
0 • 0.00%
Assets
Down$67,941 → $61,862
-$6,079 • -8.95%
Investment Management Fee
-
Admin expenses - • Total expenses $36
Filing Details
Context- Net investment result
- $-6,079
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 |
|---|---|---|---|---|---|
| 2016 | 2 | 1 | $75,328 | $0 | - |
| Robert E. Witker Dds Profit Sharing Plan | - | 1 | $75,328 | $0 | - |
| Robert E. Witker Dds Profit Sharing Plan | - | 0 | $0 | - | - |
| 2015 | 1 | 3 | $352,632 | $0 | - |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | $352,632 | $0 | - |
| 2014 | 1 | 3 | $361,986 | $0 | - |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | $361,986 | $0 | - |
| 2013 | 1 | 3 | $365,785 | $0 | - |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | $365,785 | $0 | - |
| 2012 | 1 | 3 | $427,714 | $0 | - |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | $427,714 | $0 | - |
| 2011 | 1 | 3 | $468,020 | $0 | - |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | $468,020 | $0 | - |
| 2010 | 1 | 3 | $516,369 | $0 | - |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | $516,369 | $0 | - |
| 2009 | 1 | 3 | $502,518 | $0 | - |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | $502,518 | $0 | - |
| 2008 | 1 | 3 | $486,014 | $0 | - |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | $486,014 | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $537,742 | $21,783 | $7,261iApproximate average salary by contribution assumption: employee only about $181,525 at 4% or $121,017 at 6%; with 50% employer match about $121,017 at 4% or $80,678 at 6%; with 100% employer match about $90,763 at 4% or $60,508 at 6%. |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | $537,742 | $21,783 | $7,261iApproximate average salary by contribution assumption: employee only about $181,525 at 4% or $121,017 at 6%; with 50% employer match about $121,017 at 4% or $80,678 at 6%; with 100% employer match about $90,763 at 4% or $60,508 at 6%. |
| 2005 | 1 | 3 | $509,408 | $45,676 | $15,225iApproximate average salary by contribution assumption: employee only about $380,633 at 4% or $253,756 at 6%; with 50% employer match about $253,756 at 4% or $169,170 at 6%; with 100% employer match about $190,317 at 4% or $126,878 at 6%. |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | $509,408 | $45,676 | $15,225iApproximate average salary by contribution assumption: employee only about $380,633 at 4% or $253,756 at 6%; with 50% employer match about $253,756 at 4% or $169,170 at 6%; with 100% employer match about $190,317 at 4% or $126,878 at 6%. |
| 2004 | 2 | 3 | $415,935 | $47,455 | $15,818iApproximate average salary by contribution assumption: employee only about $395,458 at 4% or $263,639 at 6%; with 50% employer match about $263,639 at 4% or $175,759 at 6%; with 100% employer match about $197,729 at 4% or $131,819 at 6%. |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | $415,935 | $47,455 | $15,818iApproximate average salary by contribution assumption: employee only about $395,458 at 4% or $263,639 at 6%; with 50% employer match about $263,639 at 4% or $175,759 at 6%; with 100% employer match about $197,729 at 4% or $131,819 at 6%. |
| Robert E. Witker, Dds Pension Plan | - | 0 | - | - | - |
| 2003 | 2 | 3 | $326,068 | $37,419 | $12,473iApproximate average salary by contribution assumption: employee only about $311,825 at 4% or $207,883 at 6%; with 50% employer match about $207,883 at 4% or $138,589 at 6%; with 100% employer match about $155,913 at 4% or $103,942 at 6%. |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | $243,688 | $37,419 | $12,473iApproximate average salary by contribution assumption: employee only about $311,825 at 4% or $207,883 at 6%; with 50% employer match about $207,883 at 4% or $138,589 at 6%; with 100% employer match about $155,913 at 4% or $103,942 at 6%. |
| Robert E. Witker, Dds Pension Plan | - | 3 | $82,380 | - | - |
| 2002 | 2 | 3 | $217,241 | $37,314 | $12,438iApproximate average salary by contribution assumption: employee only about $310,950 at 4% or $207,300 at 6%; with 50% employer match about $207,300 at 4% or $138,200 at 6%; with 100% employer match about $155,475 at 4% or $103,650 at 6%. |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | $155,379 | $25,600 | $8,533iApproximate average salary by contribution assumption: employee only about $213,333 at 4% or $142,222 at 6%; with 50% employer match about $142,222 at 4% or $94,815 at 6%; with 100% employer match about $106,667 at 4% or $71,111 at 6%. |
| Robert E. Witker, Dds Pension Plan | Current | 3 | $61,862 | $11,714 | $3,905iApproximate average salary by contribution assumption: employee only about $97,617 at 4% or $65,078 at 6%; with 50% employer match about $65,078 at 4% or $43,385 at 6%; with 100% employer match about $48,808 at 4% or $32,539 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| Robert E. Witker, Dds Pension Plan | - | 3 | - | - | - |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 2 | 3 | $237,373 | $36,494 | $12,165iApproximate average salary by contribution assumption: employee only about $304,117 at 4% or $202,744 at 6%; with 50% employer match about $202,744 at 4% or $135,163 at 6%; with 100% employer match about $152,058 at 4% or $101,372 at 6%. |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | $169,824 | $25,740 | $8,580iApproximate average salary by contribution assumption: employee only about $214,500 at 4% or $143,000 at 6%; with 50% employer match about $143,000 at 4% or $95,333 at 6%; with 100% employer match about $107,250 at 4% or $71,500 at 6%. |
| Robert E. Witker, Dds Pension Plan | - | 3 | $67,549 | $10,754 | $3,585iApproximate average salary by contribution assumption: employee only about $89,617 at 4% or $59,744 at 6%; with 50% employer match about $59,744 at 4% or $39,830 at 6%; with 100% employer match about $44,808 at 4% or $29,872 at 6%. |
| 1999 | 2 | 3 | $237,084 | $32,101 | $10,700iApproximate average salary by contribution assumption: employee only about $267,508 at 4% or $178,339 at 6%; with 50% employer match about $178,339 at 4% or $118,893 at 6%; with 100% employer match about $133,754 at 4% or $89,169 at 6%. |
| Robert E. Witker Dds Profit Sharing Plan | - | 3 | $168,967 | $22,497 | $7,499iApproximate average salary by contribution assumption: employee only about $187,475 at 4% or $124,983 at 6%; with 50% employer match about $124,983 at 4% or $83,322 at 6%; with 100% employer match about $93,738 at 4% or $62,492 at 6%. |
| Robert E. Witker, Dds Pension Plan | - | 3 | $68,117 | $9,604 | $3,201iApproximate average salary by contribution assumption: employee only about $80,033 at 4% or $53,356 at 6%; with 50% employer match about $53,356 at 4% or $35,570 at 6%; with 100% employer match about $40,017 at 4% or $26,678 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037232188773
- Form Id
- 36821169
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 2040373232188020002
- 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
- 84037232188773
- Form Id
- 36821169
- Schedule A EIN
- 91-1566341
- Schedule A Plan Num
- 002
- Schedule A Plan Year Begin Date
- 2002-01-01
- Schedule A Tax Period
- 20021231
- 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
- 911566341D2
- Ins Prsn Covered End of year Count
- 3
- Ins Policy From Date
- 2002-01-01
- Ins Policy To Date
- 2002-12-31
- 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
- $50,148
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 1
- Pension End Prev Bal Amount
- $15,128
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $28
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $28
- Pension Total Bal Addn Amount
- $15,156
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $15,156
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $15,156
- 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
- 84037232188773
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 2040373232188020003
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 4
- DFE P1 Spons 01 Name
- THE EQUITABLE LIFE ASSURANCE SOC US
- DFE P1 Plan 01 EIN Plan number
- 135570651004
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $41,161
- Row 2
- Filing Id
- 84037232188773
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 2040373232188020003
- Row 3
- Filing Id
- 84037232188773
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 2040373232188020003
- 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
- 135570651195
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $6,370
- Row 4
- Filing Id
- 84037232188773
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 2040373232188020003
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 206
- DFE P1 Spons 01 Name
- THE EQUITABLE LIFE ASSURANCE SOC US
- DFE P1 Plan 01 EIN Plan number
- 135570651206
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,048
- Row 5
- Filing Id
- 84037232188773
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 2040373232188020003
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 200
- DFE P1 Spons 01 Name
- THE EQUITABLE LIFE ASSURANCE SOC US
- DFE P1 Plan 01 EIN Plan number
- 135570651200
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,569
- Row 6
- Filing Id
- 84037232188773
- Schedule D EIN
- 91-1566341
- Schedule D Plan number
- 002
- Schedule D Plan Year Begin Date
- 2002-01-01
- Schedule D Tax Period
- 20021231
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$61,862-$6,079 change
Balance Sheet
Beginning and end of plan year.
Total assets$67,941$61,862Decrease -$6,079 (-8.95%)
Total liabilities$0$0No change $0
Net assets$67,941$61,862Decrease -$6,079 (-8.95%)
Contributions
Employer contributions$11,714
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$-6,043
Total expenses$36
Net income$-6,079
Source fields
- Schedule I source fields
- Filing Id
- 84037232188773
- Schedule I EIN
- 91-1566341
- Schedule I Plan Num
- 002
- Schedule I Plan Year Begin Date
- 2002-01-01
- Schedule I Tax Period
- 20021231
- Small plan total assets at beginning of year
- $67,941
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $67,941
- Small plan total assets at end of year
- $61,862
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $61,862
- Small plan employer contributions
- $11,714
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-17,757
- Small plan total income
- $-6,043
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $36
- Small plan total expenses
- $36
- Small plan net income or loss
- $-6,079
- 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.
Transfers
Distributed property value$0
Schedule R source fields
- Row 1
- Filing Id
- 84037232188773
- Schedule R EIN
- 91-1566341
- Schedule R Plan number
- 002
- Schedule R Plan Year Begin Date
- 2002-01-01
- Schedule R Tax Period
- 20021231
- 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
- $11,714
- Pension Employer Contribution Paid Amount
- $11,714
- Pension Funding Deficiency Amount
- $0