Civic Intelligence
Filing

William E. Wright, D.D.S. Profit Sharing Plan

William E. Wright, D.D.S. • EIN 95-4064746 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Down

9 → 7

-2 • -22.22%

Assets

Up

$300,148 → $352,233

$52,085 • 17.35%

Investment Management Fee

-

Admin expenses - • Total expenses $3,010

Filing Details

Context
Net investment result
$52,085

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
201411$68,118$0-
William E. Wright, D.D.S. Profit Sharing Plan-1$68,118--
201311$136,361$0-
William E. Wright, D.D.S. Profit Sharing Plan-1$136,361--
201211$163,719$0-
William E. Wright, D.D.S. Profit Sharing Plan-1$163,719--
201111$222,763$0-
William E. Wright, D.D.S. Profit Sharing Plan-1$222,763--
201011$456,787$27,500$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
William E. Wright, D.D.S. Profit Sharing Plan-1$456,787$27,500$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
200918$388,182$0-
William E. Wright, D.D.S. Profit Sharing Plan-8$388,182--
200814$318,916$0-
William E. Wright, D.D.S. Profit Sharing Plan-4$318,916--
200714$0$0-
William E. Wright, D.D.S. Profit Sharing Plan-4---
200617$352,233$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
William E. Wright, D.D.S. Profit Sharing PlanCurrent7$352,233$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
200517$300,148$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
William E. Wright, D.D.S. Profit Sharing Plan-7$300,148$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
200415$261,703$0-
William E. Wright, D.D.S. Profit Sharing Plan-5$261,703--
200212$185,957$44,476$22,238iApproximate average salary by contribution assumption: employee only about $555,950 at 4% or $370,633 at 6%; with 50% employer match about $370,633 at 4% or $247,089 at 6%; with 100% employer match about $277,975 at 4% or $185,317 at 6%.
William E. Wright, D.D.S. Profit Sharing Plan-2$185,957$44,476$22,238iApproximate average salary by contribution assumption: employee only about $555,950 at 4% or $370,633 at 6%; with 50% employer match about $370,633 at 4% or $247,089 at 6%; with 100% employer match about $277,975 at 4% or $185,317 at 6%.
200113$0$0-
William E. Wright, D.D.S. Profit Sharing Plan-3---
200013$0$0-
William E. Wright, D.D.S. Profit Sharing Plan-3---
199913$321,481$26,813$8,938iApproximate average salary by contribution assumption: employee only about $223,442 at 4% or $148,961 at 6%; with 50% employer match about $148,961 at 4% or $99,307 at 6%; with 100% employer match about $111,721 at 4% or $74,481 at 6%.
William E. Wright, D.D.S. Profit Sharing Plan-3$321,481$26,813$8,938iApproximate average salary by contribution assumption: employee only about $223,442 at 4% or $148,961 at 6%; with 50% employer match about $148,961 at 4% or $99,307 at 6%; with 100% employer match about $111,721 at 4% or $74,481 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$352,233$52,085 change

Balance Sheet

Beginning and end of plan year.

Total assets$300,148$352,233Increase +$52,085 (17.35%)
Total liabilities$0$0No change $0
Net assets$300,148$352,233Increase +$52,085 (17.35%)

Contributions

Employer contributions$50,000
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$55,095
Total expenses$3,010
Net income$52,085
Source fields
Schedule I source fields
Filing Id
84037344238057
Schedule I EIN
95-4064746
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2006-01-01
Schedule I Tax Period
20061231
Small plan total assets at beginning of year
$300,148
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$300,148
Small plan total assets at end of year
$352,233
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$352,233
Small plan employer contributions
$50,000
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$5,095
Small plan total income
$55,095
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$3,010
Small plan total expenses
$3,010
Small plan net income or loss
$52,085
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
William E. Wright, D.D.S. Profit Sharing Plan | William E. Wright, D.D.S. | Plan 001 | 2006 Form 5500 Filing