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| Plan Name | DOUGLAS A. MARCUS, M.D. PENSION TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DOUGLAS A. MARCUS, M.D. |
| Employer identification number (EIN): | 112486192 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | BECKY KONG | 2018-10-15 | ||
| 001 | 2016-01-01 | BECKY KONG | 2017-10-11 | ||
| 001 | 2015-01-01 | BECKY KONG | 2016-10-16 | ||
| 001 | 2014-01-01 | BECKY KONG | 2015-10-06 | ||
| 001 | 2013-01-01 | RICHARD LAUN | 2014-10-09 | ||
| 001 | 2012-01-01 | RICHARD LAUN | 2013-10-10 | ||
| 001 | 2011-01-01 | RICHARD LAUN | 2012-09-30 | ||
| 001 | 2010-01-01 | RICHARD LAUN | 2011-10-11 |
| Measure | Date | Value |
|---|---|---|
| 2022: DOUGLAS A. MARCUS, M.D. PENSION TRUST 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-10-17 | 4 |
| Total number of particpants at end of year | 2022-10-17 | 2 |
| Number of Participants With Account Balances | 2022-10-17 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2022 : DOUGLAS A. MARCUS, M.D. PENSION TRUST 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-10-17 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-17 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-17 | 94776 |
| Net assets as of the end of the plan year | 2022-10-17 | 2597164 |
| Total assets as of the beginning of the plan year | 2022-10-17 | 2641015 |
| Participant contributions to plan in this plan year | 2022-10-17 | 0 |
| Other expenses paid from plan in this plan year | 2022-10-17 | 0 |
| Other contributions to plan in this plan year | 2022-10-17 | 0 |
| Other income to plan in this plan year | 2022-10-17 | 50925 |
| Plan net income in this plan year | 2022-10-17 | -43851 |
| Net assets as of the end of the plan year | 2022-10-17 | 2597164 |
| Net assets as of the beginning of the plan year | 2022-10-17 | 2641015 |
| Employer contributions to plan in this plan year | 2022-10-17 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-17 | 0 |
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