Civic Intelligence
Filing

Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan

Anthony D. Alvarez, D.D.S. Inc. • EIN 94-2688854 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Down

10 → 9

-1 • -10.00%

Assets

Up

$1,058,861 → $1,180,199

$121,338 • 11.46%

Investment Management Fee

-

Admin expenses - • Total expenses $10,194

Filing Details

Context
Net investment result
$121,338

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
201710$0$112,583-
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-0$0$112,583-
201619$2,919,888$128,418$14,269iApproximate average salary by contribution assumption: employee only about $356,717 at 4% or $237,811 at 6%; with 50% employer match about $237,811 at 4% or $158,541 at 6%; with 100% employer match about $178,358 at 4% or $118,906 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-9$2,919,888$128,418$14,269iApproximate average salary by contribution assumption: employee only about $356,717 at 4% or $237,811 at 6%; with 50% employer match about $237,811 at 4% or $158,541 at 6%; with 100% employer match about $178,358 at 4% or $118,906 at 6%.
201519$2,566,202$136,380$15,153iApproximate average salary by contribution assumption: employee only about $378,833 at 4% or $252,556 at 6%; with 50% employer match about $252,556 at 4% or $168,370 at 6%; with 100% employer match about $189,417 at 4% or $126,278 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-9$2,566,202$136,380$15,153iApproximate average salary by contribution assumption: employee only about $378,833 at 4% or $252,556 at 6%; with 50% employer match about $252,556 at 4% or $168,370 at 6%; with 100% employer match about $189,417 at 4% or $126,278 at 6%.
201419$2,481,831$114,225$12,692iApproximate average salary by contribution assumption: employee only about $317,292 at 4% or $211,528 at 6%; with 50% employer match about $211,528 at 4% or $141,019 at 6%; with 100% employer match about $158,646 at 4% or $105,764 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-9$2,481,831$114,225$12,692iApproximate average salary by contribution assumption: employee only about $317,292 at 4% or $211,528 at 6%; with 50% employer match about $211,528 at 4% or $141,019 at 6%; with 100% employer match about $158,646 at 4% or $105,764 at 6%.
201319$2,390,293$112,760$12,529iApproximate average salary by contribution assumption: employee only about $313,222 at 4% or $208,815 at 6%; with 50% employer match about $208,815 at 4% or $139,210 at 6%; with 100% employer match about $156,611 at 4% or $104,407 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-9$2,390,293$112,760$12,529iApproximate average salary by contribution assumption: employee only about $313,222 at 4% or $208,815 at 6%; with 50% employer match about $208,815 at 4% or $139,210 at 6%; with 100% employer match about $156,611 at 4% or $104,407 at 6%.
201219$1,917,387$107,713$11,968iApproximate average salary by contribution assumption: employee only about $299,203 at 4% or $199,469 at 6%; with 50% employer match about $199,469 at 4% or $132,979 at 6%; with 100% employer match about $149,601 at 4% or $99,734 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-9$1,917,387$107,713$11,968iApproximate average salary by contribution assumption: employee only about $299,203 at 4% or $199,469 at 6%; with 50% employer match about $199,469 at 4% or $132,979 at 6%; with 100% employer match about $149,601 at 4% or $99,734 at 6%.
201119$1,629,881$171,757$19,084iApproximate average salary by contribution assumption: employee only about $477,103 at 4% or $318,069 at 6%; with 50% employer match about $318,069 at 4% or $212,046 at 6%; with 100% employer match about $238,551 at 4% or $159,034 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-9$1,629,881$171,757$19,084iApproximate average salary by contribution assumption: employee only about $477,103 at 4% or $318,069 at 6%; with 50% employer match about $318,069 at 4% or $212,046 at 6%; with 100% employer match about $238,551 at 4% or $159,034 at 6%.
201019$1,536,271$106,289$11,810iApproximate average salary by contribution assumption: employee only about $295,247 at 4% or $196,831 at 6%; with 50% employer match about $196,831 at 4% or $131,221 at 6%; with 100% employer match about $147,624 at 4% or $98,416 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-9$1,536,271$106,289$11,810iApproximate average salary by contribution assumption: employee only about $295,247 at 4% or $196,831 at 6%; with 50% employer match about $196,831 at 4% or $131,221 at 6%; with 100% employer match about $147,624 at 4% or $98,416 at 6%.
200919$1,248,567$104,955$11,662iApproximate average salary by contribution assumption: employee only about $291,542 at 4% or $194,361 at 6%; with 50% employer match about $194,361 at 4% or $129,574 at 6%; with 100% employer match about $145,771 at 4% or $97,181 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-9$1,248,567$104,955$11,662iApproximate average salary by contribution assumption: employee only about $291,542 at 4% or $194,361 at 6%; with 50% employer match about $194,361 at 4% or $129,574 at 6%; with 100% employer match about $145,771 at 4% or $97,181 at 6%.
200819$942,464$102,946$11,438iApproximate average salary by contribution assumption: employee only about $285,961 at 4% or $190,641 at 6%; with 50% employer match about $190,641 at 4% or $127,094 at 6%; with 100% employer match about $142,981 at 4% or $95,320 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-9$942,464$102,946$11,438iApproximate average salary by contribution assumption: employee only about $285,961 at 4% or $190,641 at 6%; with 50% employer match about $190,641 at 4% or $127,094 at 6%; with 100% employer match about $142,981 at 4% or $95,320 at 6%.
200719$1,180,199$102,774$11,419iApproximate average salary by contribution assumption: employee only about $285,483 at 4% or $190,322 at 6%; with 50% employer match about $190,322 at 4% or $126,881 at 6%; with 100% employer match about $142,742 at 4% or $95,161 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing PlanCurrent9$1,180,199$102,774$11,419iApproximate average salary by contribution assumption: employee only about $285,483 at 4% or $190,322 at 6%; with 50% employer match about $190,322 at 4% or $126,881 at 6%; with 100% employer match about $142,742 at 4% or $95,161 at 6%.
2006110$1,058,861$100,912$10,091iApproximate average salary by contribution assumption: employee only about $252,280 at 4% or $168,187 at 6%; with 50% employer match about $168,187 at 4% or $112,124 at 6%; with 100% employer match about $126,140 at 4% or $84,093 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-10$1,058,861$100,912$10,091iApproximate average salary by contribution assumption: employee only about $252,280 at 4% or $168,187 at 6%; with 50% employer match about $168,187 at 4% or $112,124 at 6%; with 100% employer match about $126,140 at 4% or $84,093 at 6%.
200518$828,880$89,168$11,146iApproximate average salary by contribution assumption: employee only about $278,650 at 4% or $185,767 at 6%; with 50% employer match about $185,767 at 4% or $123,844 at 6%; with 100% employer match about $139,325 at 4% or $92,883 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-8$828,880$89,168$11,146iApproximate average salary by contribution assumption: employee only about $278,650 at 4% or $185,767 at 6%; with 50% employer match about $185,767 at 4% or $123,844 at 6%; with 100% employer match about $139,325 at 4% or $92,883 at 6%.
200418$712,076$76,008$9,501iApproximate average salary by contribution assumption: employee only about $237,525 at 4% or $158,350 at 6%; with 50% employer match about $158,350 at 4% or $105,567 at 6%; with 100% employer match about $118,763 at 4% or $79,175 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-8$712,076$76,008$9,501iApproximate average salary by contribution assumption: employee only about $237,525 at 4% or $158,350 at 6%; with 50% employer match about $158,350 at 4% or $105,567 at 6%; with 100% employer match about $118,763 at 4% or $79,175 at 6%.
200319$546,960$46,416$5,157iApproximate average salary by contribution assumption: employee only about $128,933 at 4% or $85,956 at 6%; with 50% employer match about $85,956 at 4% or $57,304 at 6%; with 100% employer match about $64,467 at 4% or $42,978 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-9$546,960$46,416$5,157iApproximate average salary by contribution assumption: employee only about $128,933 at 4% or $85,956 at 6%; with 50% employer match about $85,956 at 4% or $57,304 at 6%; with 100% employer match about $64,467 at 4% or $42,978 at 6%.
200219$381,706$46,396$5,155iApproximate average salary by contribution assumption: employee only about $128,878 at 4% or $85,919 at 6%; with 50% employer match about $85,919 at 4% or $57,279 at 6%; with 100% employer match about $64,439 at 4% or $42,959 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-9$381,706$46,396$5,155iApproximate average salary by contribution assumption: employee only about $128,878 at 4% or $85,919 at 6%; with 50% employer match about $85,919 at 4% or $57,279 at 6%; with 100% employer match about $64,439 at 4% or $42,959 at 6%.
2001110$377,991$65,180$6,518iApproximate average salary by contribution assumption: employee only about $162,950 at 4% or $108,633 at 6%; with 50% employer match about $108,633 at 4% or $72,422 at 6%; with 100% employer match about $81,475 at 4% or $54,317 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-10$377,991$65,180$6,518iApproximate average salary by contribution assumption: employee only about $162,950 at 4% or $108,633 at 6%; with 50% employer match about $108,633 at 4% or $72,422 at 6%; with 100% employer match about $81,475 at 4% or $54,317 at 6%.
2000111$297,855$56,665$5,151iApproximate average salary by contribution assumption: employee only about $128,784 at 4% or $85,856 at 6%; with 50% employer match about $85,856 at 4% or $57,237 at 6%; with 100% employer match about $64,392 at 4% or $42,928 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-11$297,855$56,665$5,151iApproximate average salary by contribution assumption: employee only about $128,784 at 4% or $85,856 at 6%; with 50% employer match about $85,856 at 4% or $57,237 at 6%; with 100% employer match about $64,392 at 4% or $42,928 at 6%.
1999111$288,443$51,895$4,718iApproximate average salary by contribution assumption: employee only about $117,943 at 4% or $78,629 at 6%; with 50% employer match about $78,629 at 4% or $52,419 at 6%; with 100% employer match about $58,972 at 4% or $39,314 at 6%.
Anthony D. Alvarez, D.D.S. Inc. 401K Profit Sharing Plan-11$288,443$51,895$4,718iApproximate average salary by contribution assumption: employee only about $117,943 at 4% or $78,629 at 6%; with 50% employer match about $78,629 at 4% or $52,419 at 6%; with 100% employer match about $58,972 at 4% or $39,314 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$1,180,199$121,338 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,058,861$1,180,199Increase +$121,338 (11.46%)
Total liabilities$0$0No change $0
Net assets$1,058,861$1,180,199Increase +$121,338 (11.46%)

Contributions

Employer contributions$54,005
Participant contributions$48,769
Other contributions$0

Income & Expenses

Total income$131,532
Total expenses$10,194
Net income$121,338
Source fields
Schedule I source fields
Filing Id
84037203473308
Schedule I EIN
94-2688854
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2007-01-01
Schedule I Tax Period
20071231
Small plan total assets at beginning of year
$1,058,861
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,058,861
Small plan total assets at end of year
$1,180,199
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,180,199
Small plan employer contributions
$54,005
Small plan participant contributions
$48,769
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$28,758
Small plan total income
$131,532
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$10,194
Small plan total expenses
$10,194
Small plan net income or loss
$121,338
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
$120,000
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