Civic Intelligence
Filing

Robert D. Reed, Dds Profit Sharing Plan

Robert D. Reed, Dds • EIN 95-3774607 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Flat

3 → 3

0 • 0.00%

Assets

Up

$136,425 → $210,232

$73,807 • 54.10%

Investment Management Fee

-

Admin expenses - • Total expenses $36

Filing Details

Context
Net investment result
$73,807

Status Flags

Fidelity bond in place

No

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
201515$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%.
201416$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%.
201316$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%.
201216$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%.
201116$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%.
201016$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%.
200915$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%.
200814$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%.
200715$0$0-
Robert D. Reed, Dds Profit Sharing Plan-5---
200614$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%.
200513$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%.
200412$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%.
200313$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%.
200213$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%.
200012$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%.
199913$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 PlanCurrent3$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
91037144057331
Form Id
7279411
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371108423020002
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
91037144057331
Form Id
7279411
Schedule A EIN
95-3774607
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
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
953774607D1
Ins Prsn Covered End of year Count
3
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
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
$164,967
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
$19,876
Pension Contribution Dep Amount
$29,399
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$1,436
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$30,835
Pension Total Bal Addn Amount
$50,711
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$30
Pension Transfer To Amount
$27,334
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$27,364
Pension End of year Bal Amount
$23,347
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
91037144057331
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371108423020003
Row 2
Filing Id
91037144057331
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371108423020003
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
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$55,011
Row 3
Filing Id
91037144057331
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
20371108423020003
DFE P1 Entity 01 Name
EQUITABLE'S PSA NO. 30
DFE P1 Spons 01 Name
THE EQUITABLE LIFE ASSURANCE SOC US
DFE P1 Plan 01 EIN Plan number
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,068
Row 4
Filing Id
91037144057331
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
20371108423020003
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
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$59,598
Row 5
Filing Id
91037144057331
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
20371108423020003
DFE P1 Entity 01 Name
EQUITABLE'S PSA NO. 191
DFE P1 Spons 01 Name
THE EQUITABLE LIFE ASSURANCE SOC US
DFE P1 Plan 01 EIN Plan number
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$15,251
Row 6
Filing Id
91037144057331
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
20371108423020003
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
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$12,473
Row 7
Filing Id
91037144057331
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
20371108423020003
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
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$20,566
Row 8
Filing Id
91037144057331
Schedule D EIN
95-3774607
Schedule D Plan number
001
Schedule D Plan Year Begin Date
1999-01-01
Schedule D Tax Period
19991231

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$210,232$73,807 change

Balance Sheet

Beginning and end of plan year.

Total assets$136,425$210,232Increase +$73,807 (54.10%)
Total liabilities$0$0No change $0
Net assets$136,425$210,232Increase +$73,807 (54.10%)

Contributions

Employer contributions$11,918
Participant contributions$19,240
Other contributions$0

Income & Expenses

Total income$73,843
Total expenses$36
Net income$73,807
Source fields
Schedule I source fields
Filing Id
91037144057331
Schedule I EIN
95-3774607
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$136,425
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$136,425
Small plan total assets at end of year
$210,232
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$210,232
Small plan employer contributions
$11,918
Small plan participant contributions
$19,240
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$42,685
Small plan total income
$73,843
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
$73,807
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
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0