Fidelity bond in place
Yes
Filing
MICHAEL D. SPARKUHL, M.D., INC. PROFIT SHARING PLAN
Michael D. Sparkuhl, M.D. Inc. • EIN 95-3857155 • Plan year 2008
Filing Insights
Participants
Flat4 → 4
0 • 0.00%
Assets
Down$2,259,608 → $1,985,486
-$274,122 • -12.13%
Investment Management Fee
-
Admin expenses - • Total expenses $92,331
Filing Details
Context- Net investment result
- $-255,806
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 1 | $1,875,663 | $46,321 | $46,321iApproximate average salary by contribution assumption: employee only about $1,158,025 at 4% or $772,017 at 6%; with 50% employer match about $772,017 at 4% or $514,678 at 6%; with 100% employer match about $579,013 at 4% or $386,008 at 6%. |
| MICHAEL D. SPARKUHL, M.D., INC. PROFIT SHARING PLAN | - | 1 | $1,875,663 | $46,321 | $46,321iApproximate average salary by contribution assumption: employee only about $1,158,025 at 4% or $772,017 at 6%; with 50% employer match about $772,017 at 4% or $514,678 at 6%; with 100% employer match about $579,013 at 4% or $386,008 at 6%. |
| 2014 | 1 | 1 | $1,736,486 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| MICHAEL D. SPARKUHL, M.D., INC. PROFIT SHARING PLAN | - | 1 | $1,736,486 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2013 | 1 | 5 | $1,753,692 | $60,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| MICHAEL D. SPARKUHL, M.D., INC. PROFIT SHARING PLAN | - | 5 | $1,753,692 | $60,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2012 | 1 | 4 | $1,888,316 | $33,501 | $8,375iApproximate average salary by contribution assumption: employee only about $209,381 at 4% or $139,588 at 6%; with 50% employer match about $139,588 at 4% or $93,058 at 6%; with 100% employer match about $104,691 at 4% or $69,794 at 6%. |
| MICHAEL D. SPARKUHL, M.D., INC. PROFIT SHARING PLAN | - | 4 | $1,888,316 | $33,501 | $8,375iApproximate average salary by contribution assumption: employee only about $209,381 at 4% or $139,588 at 6%; with 50% employer match about $139,588 at 4% or $93,058 at 6%; with 100% employer match about $104,691 at 4% or $69,794 at 6%. |
| 2011 | 1 | 4 | $1,855,028 | $5,920 | $1,480iApproximate average salary by contribution assumption: employee only about $37,000 at 4% or $24,667 at 6%; with 50% employer match about $24,667 at 4% or $16,444 at 6%; with 100% employer match about $18,500 at 4% or $12,333 at 6%. |
| MICHAEL D. SPARKUHL, M.D., INC. PROFIT SHARING PLAN | - | 4 | $1,855,028 | $5,920 | $1,480iApproximate average salary by contribution assumption: employee only about $37,000 at 4% or $24,667 at 6%; with 50% employer match about $24,667 at 4% or $16,444 at 6%; with 100% employer match about $18,500 at 4% or $12,333 at 6%. |
| 2010 | 1 | 5 | $1,888,911 | $45,020 | $9,004iApproximate average salary by contribution assumption: employee only about $225,100 at 4% or $150,067 at 6%; with 50% employer match about $150,067 at 4% or $100,044 at 6%; with 100% employer match about $112,550 at 4% or $75,033 at 6%. |
| MICHAEL D. SPARKUHL, M.D., INC. PROFIT SHARING PLAN | - | 5 | $1,888,911 | $45,020 | $9,004iApproximate average salary by contribution assumption: employee only about $225,100 at 4% or $150,067 at 6%; with 50% employer match about $150,067 at 4% or $100,044 at 6%; with 100% employer match about $112,550 at 4% or $75,033 at 6%. |
| 2009 | 1 | 4 | $2,181,577 | $42,500 | $10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%. |
| MICHAEL D. SPARKUHL, M.D., INC. PROFIT SHARING PLAN | - | 4 | $2,181,577 | $42,500 | $10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%. |
| 2008 | 1 | 4 | $1,985,486 | $51,499 | $12,875iApproximate average salary by contribution assumption: employee only about $321,869 at 4% or $214,579 at 6%; with 50% employer match about $214,579 at 4% or $143,053 at 6%; with 100% employer match about $160,934 at 4% or $107,290 at 6%. |
| MICHAEL D. SPARKUHL, M.D., INC. PROFIT SHARING PLAN | Current | 4 | $1,985,486 | $51,499 | $12,875iApproximate average salary by contribution assumption: employee only about $321,869 at 4% or $214,579 at 6%; with 50% employer match about $214,579 at 4% or $143,053 at 6%; with 100% employer match about $160,934 at 4% or $107,290 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| MICHAEL D. SPARKUHL, M.D., INC. PROFIT SHARING PLAN | - | 3 | - | - | - |
| 2006 | 1 | 2 | $2,172,907 | $34,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| MICHAEL D. SPARKUHL, M.D., INC. PROFIT SHARING PLAN | - | 2 | $2,172,907 | $34,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2005 | 1 | 2 | $1,889,327 | $25,889 | $12,945iApproximate average salary by contribution assumption: employee only about $323,613 at 4% or $215,742 at 6%; with 50% employer match about $215,742 at 4% or $143,828 at 6%; with 100% employer match about $161,806 at 4% or $107,871 at 6%. |
| MICHAEL D. SPARKUHL, M.D., INC. PROFIT SHARING PLAN | - | 2 | $1,889,327 | $25,889 | $12,945iApproximate average salary by contribution assumption: employee only about $323,613 at 4% or $215,742 at 6%; with 50% employer match about $215,742 at 4% or $143,828 at 6%; with 100% employer match about $161,806 at 4% or $107,871 at 6%. |
| 2004 | 1 | 2 | $1,061,868 | $44,751 | $22,376iApproximate average salary by contribution assumption: employee only about $559,388 at 4% or $372,925 at 6%; with 50% employer match about $372,925 at 4% or $248,617 at 6%; with 100% employer match about $279,694 at 4% or $186,463 at 6%. |
| MICHAEL D. SPARKUHL, M.D., INC. PROFIT SHARING PLAN | - | 2 | $1,061,868 | $44,751 | $22,376iApproximate average salary by contribution assumption: employee only about $559,388 at 4% or $372,925 at 6%; with 50% employer match about $372,925 at 4% or $248,617 at 6%; with 100% employer match about $279,694 at 4% or $186,463 at 6%. |
| 2003 | 2 | 3 | $885,750 | $820,582 | $273,527iApproximate average salary by contribution assumption: employee only about $6,838,183 at 4% or $4,558,789 at 6%; with 50% employer match about $4,558,789 at 4% or $3,039,193 at 6%; with 100% employer match about $3,419,092 at 4% or $2,279,394 at 6%. |
| MICHAEL D. SPARKUHL, M.D., INC. PROFIT SHARING PLAN | - | 3 | $885,750 | $820,582 | $273,527iApproximate average salary by contribution assumption: employee only about $6,838,183 at 4% or $4,558,789 at 6%; with 50% employer match about $4,558,789 at 4% or $3,039,193 at 6%; with 100% employer match about $3,419,092 at 4% or $2,279,394 at 6%. |
| Michael D. Sparkuhl, M.D. Inc. Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2002 | 1 | 3 | $0 | $0 | - |
| Michael D. Sparkuhl, M.D. Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Michael D. Sparkuhl, M.D. Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Michael D. Sparkuhl, M.D. Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 1999 | 1 | 1 | $448,204 | $0 | - |
| Michael D. Sparkuhl, M.D. Inc. Defined Benefit Pension Plan | - | 1 | $448,204 | - | - |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037358347319
- Form Id
- 100439959
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 8020379358347060002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 2
- Ins Carrier Name: TRANSAMERICA LIFE INSURANCE COMPANY
- Filing Id
- 84037358347319
- Form Id
- 100439959
- Schedule A EIN
- 95-3857155
- Schedule A Plan Num
- 002
- Schedule A Plan Year Begin Date
- 2008-01-01
- Schedule A Tax Period
- 20081231
- Ins Carrier Name
- TRANSAMERICA LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 39-0989781
- Ins Carrier Naic Code
- 86231
- Ins Contract Num
- 9387613
- Ins Prsn Covered End of year Count
- 1
- Ins Policy From Date
- 2008-10-11
- Ins Policy To Date
- 1120-12-13
- 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
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Type Bnft Indicator
- D
- 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 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$1,985,486-$274,122 change
Balance Sheet
Beginning and end of plan year.
Total assets$2,259,608$1,985,486Decrease -$274,122 (-12.13%)
Total liabilities$412,076$393,760Decrease -$18,316 (-4.44%)
Net assets$1,847,532$1,591,726Decrease -$255,806 (-13.85%)
Contributions
Employer contributions$51,499
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$-163,475
Total expenses$92,331
Net income$-255,806
Source fields
- Schedule I source fields
- Filing Id
- 84037358347319
- Schedule I EIN
- 95-3857155
- Schedule I Plan Num
- 002
- Schedule I Plan Year Begin Date
- 2008-01-01
- Schedule I Tax Period
- 20081231
- Small plan total assets at beginning of year
- $2,259,608
- Small plan total liabilities at beginning of year
- $412,076
- Small plan net assets at beginning of year
- $1,847,532
- Small plan total assets at end of year
- $1,985,486
- Small plan total liabilities at end of year
- $393,760
- Small plan net assets at end of year
- $1,591,726
- Small plan employer contributions
- $51,499
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-214,974
- Small plan total income
- $-163,475
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $92,331
- Small plan total expenses
- $92,331
- Small plan net income or loss
- $-255,806
- 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
- 1
- Small Investment Real Est End of year A
- 974000
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- Yes
- Small Mortg Participants End of year Amount
- $42,419
- 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
- Yes
- Small Personal Prop End of year Amount
- $283,133
- 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
- $500,000
- 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