Fidelity bond in place
No
Filing101 W. Cascade Way, No. 200Spokane, WA 99208
Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan
Scott L. Soderstrom, D.D.S. PC. • EIN 91-2051287 • Spokane, WA • Plan year 2008
Filing Insights
Participants
Flat8 → 8
0 • 0.00%
Assets
Down$120,170 → $119,755
-$415 • -0.35%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $-415
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 15 | $2,820,790 | $124,727 | $8,315iApproximate average salary by contribution assumption: employee only about $207,878 at 4% or $138,586 at 6%; with 50% employer match about $138,586 at 4% or $92,390 at 6%; with 100% employer match about $103,939 at 4% or $69,293 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 15 | $2,820,790 | $124,727 | $8,315iApproximate average salary by contribution assumption: employee only about $207,878 at 4% or $138,586 at 6%; with 50% employer match about $138,586 at 4% or $92,390 at 6%; with 100% employer match about $103,939 at 4% or $69,293 at 6%. |
| 2024 | 1 | 15 | $2,616,703 | $131,570 | $8,771iApproximate average salary by contribution assumption: employee only about $219,283 at 4% or $146,189 at 6%; with 50% employer match about $146,189 at 4% or $97,459 at 6%; with 100% employer match about $109,642 at 4% or $73,094 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 15 | $2,616,703 | $131,570 | $8,771iApproximate average salary by contribution assumption: employee only about $219,283 at 4% or $146,189 at 6%; with 50% employer match about $146,189 at 4% or $97,459 at 6%; with 100% employer match about $109,642 at 4% or $73,094 at 6%. |
| 2023 | 1 | 15 | $2,172,561 | $139,389 | $9,293iApproximate average salary by contribution assumption: employee only about $232,315 at 4% or $154,877 at 6%; with 50% employer match about $154,877 at 4% or $103,251 at 6%; with 100% employer match about $116,158 at 4% or $77,438 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 15 | $2,172,561 | $139,389 | $9,293iApproximate average salary by contribution assumption: employee only about $232,315 at 4% or $154,877 at 6%; with 50% employer match about $154,877 at 4% or $103,251 at 6%; with 100% employer match about $116,158 at 4% or $77,438 at 6%. |
| 2022 | 1 | 14 | $1,701,885 | $104,166 | $7,440iApproximate average salary by contribution assumption: employee only about $186,011 at 4% or $124,007 at 6%; with 50% employer match about $124,007 at 4% or $82,671 at 6%; with 100% employer match about $93,005 at 4% or $62,004 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 14 | $1,701,885 | $104,166 | $7,440iApproximate average salary by contribution assumption: employee only about $186,011 at 4% or $124,007 at 6%; with 50% employer match about $124,007 at 4% or $82,671 at 6%; with 100% employer match about $93,005 at 4% or $62,004 at 6%. |
| 2021 | 1 | 17 | $2,015,540 | $117,195 | $6,894iApproximate average salary by contribution assumption: employee only about $172,346 at 4% or $114,897 at 6%; with 50% employer match about $114,897 at 4% or $76,598 at 6%; with 100% employer match about $86,173 at 4% or $57,449 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 17 | $2,015,540 | $117,195 | $6,894iApproximate average salary by contribution assumption: employee only about $172,346 at 4% or $114,897 at 6%; with 50% employer match about $114,897 at 4% or $76,598 at 6%; with 100% employer match about $86,173 at 4% or $57,449 at 6%. |
| 2020 | 1 | 15 | $1,662,978 | $103,715 | $6,914iApproximate average salary by contribution assumption: employee only about $172,858 at 4% or $115,239 at 6%; with 50% employer match about $115,239 at 4% or $76,826 at 6%; with 100% employer match about $86,429 at 4% or $57,619 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 15 | $1,662,978 | $103,715 | $6,914iApproximate average salary by contribution assumption: employee only about $172,858 at 4% or $115,239 at 6%; with 50% employer match about $115,239 at 4% or $76,826 at 6%; with 100% employer match about $86,429 at 4% or $57,619 at 6%. |
| 2019 | 1 | 12 | $1,309,955 | $91,837 | $7,653iApproximate average salary by contribution assumption: employee only about $191,327 at 4% or $127,551 at 6%; with 50% employer match about $127,551 at 4% or $85,034 at 6%; with 100% employer match about $95,664 at 4% or $63,776 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 12 | $1,309,955 | $91,837 | $7,653iApproximate average salary by contribution assumption: employee only about $191,327 at 4% or $127,551 at 6%; with 50% employer match about $127,551 at 4% or $85,034 at 6%; with 100% employer match about $95,664 at 4% or $63,776 at 6%. |
| 2018 | 1 | 12 | $1,000,767 | $77,977 | $6,498iApproximate average salary by contribution assumption: employee only about $162,452 at 4% or $108,301 at 6%; with 50% employer match about $108,301 at 4% or $72,201 at 6%; with 100% employer match about $81,226 at 4% or $54,151 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 12 | $1,000,767 | $77,977 | $6,498iApproximate average salary by contribution assumption: employee only about $162,452 at 4% or $108,301 at 6%; with 50% employer match about $108,301 at 4% or $72,201 at 6%; with 100% employer match about $81,226 at 4% or $54,151 at 6%. |
| 2017 | 1 | 9 | $988,010 | $92,088 | $10,232iApproximate average salary by contribution assumption: employee only about $255,800 at 4% or $170,533 at 6%; with 50% employer match about $170,533 at 4% or $113,689 at 6%; with 100% employer match about $127,900 at 4% or $85,267 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 9 | $988,010 | $92,088 | $10,232iApproximate average salary by contribution assumption: employee only about $255,800 at 4% or $170,533 at 6%; with 50% employer match about $170,533 at 4% or $113,689 at 6%; with 100% employer match about $127,900 at 4% or $85,267 at 6%. |
| 2016 | 1 | 9 | $743,169 | $89,655 | $9,962iApproximate average salary by contribution assumption: employee only about $249,042 at 4% or $166,028 at 6%; with 50% employer match about $166,028 at 4% or $110,685 at 6%; with 100% employer match about $124,521 at 4% or $83,014 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 9 | $743,169 | $89,655 | $9,962iApproximate average salary by contribution assumption: employee only about $249,042 at 4% or $166,028 at 6%; with 50% employer match about $166,028 at 4% or $110,685 at 6%; with 100% employer match about $124,521 at 4% or $83,014 at 6%. |
| 2015 | 1 | 11 | $641,268 | $46,197 | $4,200iApproximate average salary by contribution assumption: employee only about $104,993 at 4% or $69,995 at 6%; with 50% employer match about $69,995 at 4% or $46,664 at 6%; with 100% employer match about $52,497 at 4% or $34,998 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 11 | $641,268 | $46,197 | $4,200iApproximate average salary by contribution assumption: employee only about $104,993 at 4% or $69,995 at 6%; with 50% employer match about $69,995 at 4% or $46,664 at 6%; with 100% employer match about $52,497 at 4% or $34,998 at 6%. |
| 2014 | 1 | 11 | $598,213 | $60,278 | $5,480iApproximate average salary by contribution assumption: employee only about $136,995 at 4% or $91,330 at 6%; with 50% employer match about $91,330 at 4% or $60,887 at 6%; with 100% employer match about $68,498 at 4% or $45,665 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 11 | $598,213 | $60,278 | $5,480iApproximate average salary by contribution assumption: employee only about $136,995 at 4% or $91,330 at 6%; with 50% employer match about $91,330 at 4% or $60,887 at 6%; with 100% employer match about $68,498 at 4% or $45,665 at 6%. |
| 2013 | 1 | 11 | $514,789 | $74,057 | $6,732iApproximate average salary by contribution assumption: employee only about $168,311 at 4% or $112,208 at 6%; with 50% employer match about $112,208 at 4% or $74,805 at 6%; with 100% employer match about $84,156 at 4% or $56,104 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 11 | $514,789 | $74,057 | $6,732iApproximate average salary by contribution assumption: employee only about $168,311 at 4% or $112,208 at 6%; with 50% employer match about $112,208 at 4% or $74,805 at 6%; with 100% employer match about $84,156 at 4% or $56,104 at 6%. |
| 2012 | 1 | 10 | $389,242 | $67,103 | $6,710iApproximate average salary by contribution assumption: employee only about $167,758 at 4% or $111,838 at 6%; with 50% employer match about $111,838 at 4% or $74,559 at 6%; with 100% employer match about $83,879 at 4% or $55,919 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 10 | $389,242 | $67,103 | $6,710iApproximate average salary by contribution assumption: employee only about $167,758 at 4% or $111,838 at 6%; with 50% employer match about $111,838 at 4% or $74,559 at 6%; with 100% employer match about $83,879 at 4% or $55,919 at 6%. |
| 2011 | 1 | 9 | $294,224 | $35,341 | $3,927iApproximate average salary by contribution assumption: employee only about $98,169 at 4% or $65,446 at 6%; with 50% employer match about $65,446 at 4% or $43,631 at 6%; with 100% employer match about $49,085 at 4% or $32,723 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 9 | $294,224 | $35,341 | $3,927iApproximate average salary by contribution assumption: employee only about $98,169 at 4% or $65,446 at 6%; with 50% employer match about $65,446 at 4% or $43,631 at 6%; with 100% employer match about $49,085 at 4% or $32,723 at 6%. |
| 2010 | 1 | 9 | $300,532 | $59,640 | $6,627iApproximate average salary by contribution assumption: employee only about $165,667 at 4% or $110,444 at 6%; with 50% employer match about $110,444 at 4% or $73,630 at 6%; with 100% employer match about $82,833 at 4% or $55,222 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 9 | $300,532 | $59,640 | $6,627iApproximate average salary by contribution assumption: employee only about $165,667 at 4% or $110,444 at 6%; with 50% employer match about $110,444 at 4% or $73,630 at 6%; with 100% employer match about $82,833 at 4% or $55,222 at 6%. |
| 2009 | 1 | 8 | $211,531 | $62,346 | $7,793iApproximate average salary by contribution assumption: employee only about $194,831 at 4% or $129,888 at 6%; with 50% employer match about $129,888 at 4% or $86,592 at 6%; with 100% employer match about $97,416 at 4% or $64,944 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 8 | $211,531 | $62,346 | $7,793iApproximate average salary by contribution assumption: employee only about $194,831 at 4% or $129,888 at 6%; with 50% employer match about $129,888 at 4% or $86,592 at 6%; with 100% employer match about $97,416 at 4% or $64,944 at 6%. |
| 2008 | 1 | 8 | $119,755 | $50,709 | $6,339iApproximate average salary by contribution assumption: employee only about $158,466 at 4% or $105,644 at 6%; with 50% employer match about $105,644 at 4% or $70,429 at 6%; with 100% employer match about $79,233 at 4% or $52,822 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | Current | 8 | $119,755 | $50,709 | $6,339iApproximate average salary by contribution assumption: employee only about $158,466 at 4% or $105,644 at 6%; with 50% employer match about $105,644 at 4% or $70,429 at 6%; with 100% employer match about $79,233 at 4% or $52,822 at 6%. |
| 2007 | 1 | 8 | $120,170 | $50,307 | $6,288iApproximate average salary by contribution assumption: employee only about $157,209 at 4% or $104,806 at 6%; with 50% employer match about $104,806 at 4% or $69,871 at 6%; with 100% employer match about $78,605 at 4% or $52,403 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 8 | $120,170 | $50,307 | $6,288iApproximate average salary by contribution assumption: employee only about $157,209 at 4% or $104,806 at 6%; with 50% employer match about $104,806 at 4% or $69,871 at 6%; with 100% employer match about $78,605 at 4% or $52,403 at 6%. |
| 2006 | 1 | 8 | $65,792 | $38,697 | $4,837iApproximate average salary by contribution assumption: employee only about $120,928 at 4% or $80,619 at 6%; with 50% employer match about $80,619 at 4% or $53,746 at 6%; with 100% employer match about $60,464 at 4% or $40,309 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 8 | $65,792 | $38,697 | $4,837iApproximate average salary by contribution assumption: employee only about $120,928 at 4% or $80,619 at 6%; with 50% employer match about $80,619 at 4% or $53,746 at 6%; with 100% employer match about $60,464 at 4% or $40,309 at 6%. |
| 2005 | 1 | 5 | $22,911 | $22,911 | $4,582iApproximate average salary by contribution assumption: employee only about $114,555 at 4% or $76,370 at 6%; with 50% employer match about $76,370 at 4% or $50,913 at 6%; with 100% employer match about $57,278 at 4% or $38,185 at 6%. |
| Scott L. Soderstrom, D.D.S. PC. 401K Profit Sharing Plan | - | 5 | $22,911 | $22,911 | $4,582iApproximate average salary by contribution assumption: employee only about $114,555 at 4% or $76,370 at 6%; with 50% employer match about $76,370 at 4% or $50,913 at 6%; with 100% employer match about $57,278 at 4% or $38,185 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$119,755-$415 change
Balance Sheet
Beginning and end of plan year.
Total assets$120,170$119,755Decrease -$415 (-0.35%)
Total liabilities$0$0No change $0
Net assets$120,170$119,755Decrease -$415 (-0.35%)
Contributions
Employer contributions$15,170
Participant contributions$35,539
Other contributions$0
Income & Expenses
Total income$-415
Total expenses$0
Net income$-415
Source fields
- Schedule I source fields
- Filing Id
- 84037209301039
- Schedule I EIN
- 91-2051287
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2008-01-01
- Schedule I Tax Period
- 20081231
- Small plan total assets at beginning of year
- $120,170
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $120,170
- Small plan total assets at end of year
- $119,755
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $119,755
- Small plan employer contributions
- $15,170
- Small plan participant contributions
- $35,539
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-51,124
- Small plan total income
- $-415
- 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
- $-415
- 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