Fidelity bond in place
Not reported
Filing
Robert D. Reed, Dds Profit Sharing Plan
Robert D. Reed, Dds • EIN 95-3774607 • Plan year 2007
Filing Insights
Participants
Up4 → 5
1 • 25.00%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextNo event flags were generated for this filing.
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2015 | 1 | 5 | $1,541,686 | $6,262 | $1,252iApproximate average salary by contribution assumption: employee only about $31,310 at 4% or $20,873 at 6%; with 50% employer match about $20,873 at 4% or $13,916 at 6%; with 100% employer match about $15,655 at 4% or $10,437 at 6%. |
| Robert D. Reed, Dds Profit Sharing Plan | - | 5 | $1,541,686 | $6,262 | $1,252iApproximate average salary by contribution assumption: employee only about $31,310 at 4% or $20,873 at 6%; with 50% employer match about $20,873 at 4% or $13,916 at 6%; with 100% employer match about $15,655 at 4% or $10,437 at 6%. |
| 2014 | 1 | 6 | $1,551,797 | $80,757 | $13,460iApproximate average salary by contribution assumption: employee only about $336,488 at 4% or $224,325 at 6%; with 50% employer match about $224,325 at 4% or $149,550 at 6%; with 100% employer match about $168,244 at 4% or $112,163 at 6%. |
| Robert D. Reed, Dds Profit Sharing Plan | - | 6 | $1,551,797 | $80,757 | $13,460iApproximate average salary by contribution assumption: employee only about $336,488 at 4% or $224,325 at 6%; with 50% employer match about $224,325 at 4% or $149,550 at 6%; with 100% employer match about $168,244 at 4% or $112,163 at 6%. |
| 2013 | 1 | 6 | $1,408,839 | $74,823 | $12,471iApproximate average salary by contribution assumption: employee only about $311,763 at 4% or $207,842 at 6%; with 50% employer match about $207,842 at 4% or $138,561 at 6%; with 100% employer match about $155,881 at 4% or $103,921 at 6%. |
| Robert D. Reed, Dds Profit Sharing Plan | - | 6 | $1,408,839 | $74,823 | $12,471iApproximate average salary by contribution assumption: employee only about $311,763 at 4% or $207,842 at 6%; with 50% employer match about $207,842 at 4% or $138,561 at 6%; with 100% employer match about $155,881 at 4% or $103,921 at 6%. |
| 2012 | 1 | 6 | $982,680 | $72,674 | $12,112iApproximate average salary by contribution assumption: employee only about $302,808 at 4% or $201,872 at 6%; with 50% employer match about $201,872 at 4% or $134,581 at 6%; with 100% employer match about $151,404 at 4% or $100,936 at 6%. |
| Robert D. Reed, Dds Profit Sharing Plan | - | 6 | $982,680 | $72,674 | $12,112iApproximate average salary by contribution assumption: employee only about $302,808 at 4% or $201,872 at 6%; with 50% employer match about $201,872 at 4% or $134,581 at 6%; with 100% employer match about $151,404 at 4% or $100,936 at 6%. |
| 2011 | 1 | 6 | $957,645 | $85,746 | $14,291iApproximate average salary by contribution assumption: employee only about $357,275 at 4% or $238,183 at 6%; with 50% employer match about $238,183 at 4% or $158,789 at 6%; with 100% employer match about $178,638 at 4% or $119,092 at 6%. |
| Robert D. Reed, Dds Profit Sharing Plan | - | 6 | $957,645 | $85,746 | $14,291iApproximate average salary by contribution assumption: employee only about $357,275 at 4% or $238,183 at 6%; with 50% employer match about $238,183 at 4% or $158,789 at 6%; with 100% employer match about $178,638 at 4% or $119,092 at 6%. |
| 2010 | 1 | 6 | $908,938 | $73,987 | $12,331iApproximate average salary by contribution assumption: employee only about $308,279 at 4% or $205,519 at 6%; with 50% employer match about $205,519 at 4% or $137,013 at 6%; with 100% employer match about $154,140 at 4% or $102,760 at 6%. |
| Robert D. Reed, Dds Profit Sharing Plan | - | 6 | $908,938 | $73,987 | $12,331iApproximate average salary by contribution assumption: employee only about $308,279 at 4% or $205,519 at 6%; with 50% employer match about $205,519 at 4% or $137,013 at 6%; with 100% employer match about $154,140 at 4% or $102,760 at 6%. |
| 2009 | 1 | 5 | $713,627 | $58,461 | $11,692iApproximate average salary by contribution assumption: employee only about $292,305 at 4% or $194,870 at 6%; with 50% employer match about $194,870 at 4% or $129,913 at 6%; with 100% employer match about $146,153 at 4% or $97,435 at 6%. |
| Robert D. Reed, Dds Profit Sharing Plan | - | 5 | $713,627 | $58,461 | $11,692iApproximate average salary by contribution assumption: employee only about $292,305 at 4% or $194,870 at 6%; with 50% employer match about $194,870 at 4% or $129,913 at 6%; with 100% employer match about $146,153 at 4% or $97,435 at 6%. |
| 2008 | 1 | 4 | $565,309 | $68,236 | $17,059iApproximate average salary by contribution assumption: employee only about $426,475 at 4% or $284,317 at 6%; with 50% employer match about $284,317 at 4% or $189,544 at 6%; with 100% employer match about $213,238 at 4% or $142,158 at 6%. |
| Robert D. Reed, Dds Profit Sharing Plan | - | 4 | $565,309 | $68,236 | $17,059iApproximate average salary by contribution assumption: employee only about $426,475 at 4% or $284,317 at 6%; with 50% employer match about $284,317 at 4% or $189,544 at 6%; with 100% employer match about $213,238 at 4% or $142,158 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Robert D. Reed, Dds Profit Sharing Plan | Current | 5 | - | - | - |
| 2006 | 1 | 4 | $460,485 | $53,350 | $13,338iApproximate average salary by contribution assumption: employee only about $333,438 at 4% or $222,292 at 6%; with 50% employer match about $222,292 at 4% or $148,194 at 6%; with 100% employer match about $166,719 at 4% or $111,146 at 6%. |
| Robert D. Reed, Dds Profit Sharing Plan | - | 4 | $460,485 | $53,350 | $13,338iApproximate average salary by contribution assumption: employee only about $333,438 at 4% or $222,292 at 6%; with 50% employer match about $222,292 at 4% or $148,194 at 6%; with 100% employer match about $166,719 at 4% or $111,146 at 6%. |
| 2005 | 1 | 3 | $376,298 | $46,000 | $15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%. |
| Robert D. Reed, Dds Profit Sharing Plan | - | 3 | $376,298 | $46,000 | $15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%. |
| 2004 | 1 | 2 | $303,606 | $47,797 | $23,899iApproximate average salary by contribution assumption: employee only about $597,463 at 4% or $398,308 at 6%; with 50% employer match about $398,308 at 4% or $265,539 at 6%; with 100% employer match about $298,731 at 4% or $199,154 at 6%. |
| Robert D. Reed, Dds Profit Sharing Plan | - | 2 | $303,606 | $47,797 | $23,899iApproximate average salary by contribution assumption: employee only about $597,463 at 4% or $398,308 at 6%; with 50% employer match about $398,308 at 4% or $265,539 at 6%; with 100% employer match about $298,731 at 4% or $199,154 at 6%. |
| 2003 | 1 | 3 | $233,166 | $43,010 | $14,337iApproximate average salary by contribution assumption: employee only about $358,417 at 4% or $238,944 at 6%; with 50% employer match about $238,944 at 4% or $159,296 at 6%; with 100% employer match about $179,208 at 4% or $119,472 at 6%. |
| Robert D. Reed, Dds Profit Sharing Plan | - | 3 | $233,166 | $43,010 | $14,337iApproximate average salary by contribution assumption: employee only about $358,417 at 4% or $238,944 at 6%; with 50% employer match about $238,944 at 4% or $159,296 at 6%; with 100% employer match about $179,208 at 4% or $119,472 at 6%. |
| 2002 | 1 | 3 | $165,581 | $46,550 | $15,517iApproximate average salary by contribution assumption: employee only about $387,917 at 4% or $258,611 at 6%; with 50% employer match about $258,611 at 4% or $172,407 at 6%; with 100% employer match about $193,958 at 4% or $129,306 at 6%. |
| Robert D. Reed, Dds Profit Sharing Plan | - | 3 | $165,581 | $46,550 | $15,517iApproximate average salary by contribution assumption: employee only about $387,917 at 4% or $258,611 at 6%; with 50% employer match about $258,611 at 4% or $172,407 at 6%; with 100% employer match about $193,958 at 4% or $129,306 at 6%. |
| 2000 | 1 | 2 | $192,893 | $33,357 | $16,679iApproximate average salary by contribution assumption: employee only about $416,963 at 4% or $277,975 at 6%; with 50% employer match about $277,975 at 4% or $185,317 at 6%; with 100% employer match about $208,481 at 4% or $138,988 at 6%. |
| Robert D. Reed, Dds Profit Sharing Plan | - | 2 | $192,893 | $33,357 | $16,679iApproximate average salary by contribution assumption: employee only about $416,963 at 4% or $277,975 at 6%; with 50% employer match about $277,975 at 4% or $185,317 at 6%; with 100% employer match about $208,481 at 4% or $138,988 at 6%. |
| 1999 | 1 | 3 | $210,232 | $31,158 | $10,386iApproximate average salary by contribution assumption: employee only about $259,650 at 4% or $173,100 at 6%; with 50% employer match about $173,100 at 4% or $115,400 at 6%; with 100% employer match about $129,825 at 4% or $86,550 at 6%. |
| Robert D. Reed, Dds Profit Sharing Plan | - | 3 | $210,232 | $31,158 | $10,386iApproximate average salary by contribution assumption: employee only about $259,650 at 4% or $173,100 at 6%; with 50% employer match about $173,100 at 4% or $115,400 at 6%; with 100% employer match about $129,825 at 4% or $86,550 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037232493038
- Form Id
- 89390683
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7010378232493030002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 2
- Ins Carrier Name: AXA EQUITABLE LIFE INSURANCE COMPANY
- Filing Id
- 84037232493038
- Form Id
- 89390683
- Schedule A EIN
- 95-3774607
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2007-01-01
- Schedule A Tax Period
- 20071231
- Ins Carrier Name
- AXA EQUITABLE LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 13-5570651
- Ins Carrier Naic Code
- 62944
- Ins Contract Num
- 953774607D1
- Ins Prsn Covered End of year Count
- 5
- Ins Policy From Date
- 2007-01-01
- Ins Policy To Date
- 2007-12-31
- 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
- $438,711
- 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
- $69,155
- Pension Contribution Dep Amount
- $65,015
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $3,786
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $68,801
- Pension Total Bal Addn Amount
- $137,956
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $36
- Pension Transfer To Amount
- $50,093
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $50,129
- Pension End of year Bal Amount
- $87,827
- 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
- 84037232493038
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7010378232493030003
- Row 2
- Filing Id
- 84037232493038
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7010378232493030003
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 191
- DFE P1 Spons 01 Name
- AXA EQUITABLE LIFE INSUR. CO.
- DFE P1 Plan 01 EIN Plan number
- 135570651000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $122,045
- Row 3
- Filing Id
- 84037232493038
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7010378232493030003
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 200
- DFE P1 Spons 01 Name
- AXA EQUITABLE LIFE INSUR. CO.
- DFE P1 Plan 01 EIN Plan number
- 135570651000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $42,699
- Row 4
- Filing Id
- 84037232493038
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 7010378232493030003
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 206
- DFE P1 Spons 01 Name
- AXA EQUITABLE LIFE INSUR. CO.
- DFE P1 Plan 01 EIN Plan number
- 135570651000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $225,778
- Row 5
- Filing Id
- 84037232493038
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 7010378232493030003
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 4
- DFE P1 Spons 01 Name
- AXA EQUITABLE LIFE INSUR. CO.
- DFE P1 Plan 01 EIN Plan number
- 135570651004
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $48,188
- Row 6
- Filing Id
- 84037232493038
- Schedule D EIN
- 95-3774607
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2007-01-01
- Schedule D Tax Period
- 20071231