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MARK H. HOLT, D.D.S., M.S., INC. 401(K) PLAN 401k Plan overview

Plan NameMARK H. HOLT, D.D.S., M.S., INC. 401(K) PLAN
Plan identification number 001

MARK H. HOLT, D.D.S., M.S., INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MARK H. HOLT, D.D.S., M.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:MARK H. HOLT, D.D.S., M.S., INC.
Employer identification number (EIN):202099361
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK H. HOLT, D.D.S., M.S., INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DR. MARK HOLT2024-08-27
0012022-01-01MARK H. HOLT DDS2023-05-08
0012021-01-01MARK H. HOLT DDS2022-07-25 MARK H. HOLT, DDS2022-07-25
0012021-01-01MARK H. HOLT DDS2022-07-25 MARK H. HOLT, DDS2022-07-25
0012021-01-01MARK H. HOLT DDS2022-07-11 MARK H. HOLT, DDS2022-07-11
0012020-01-01MARK HOLT2021-10-19 MARK HOLT2021-10-19
0012020-01-01MARK HOLT2022-03-23 MARK HOLT2022-03-16
0012019-01-01MARK HOLT2020-07-14 MARK HOLT2020-07-14
0012018-01-01MARK HOLT2019-10-10 MARK HOLT2019-10-10
0012017-01-01MARK HOLT2018-04-24 MARK HOLT2018-04-24
0012016-01-01MARK HOLT2017-10-02 MARK HOLT2017-10-02
0012015-01-01MARK HOLT2016-07-19 MARK HOLT2016-07-19
0012014-01-01MARK HOLT2015-09-29 MARK HOLT2015-09-29
0012013-01-01MARK HOLT2014-09-30 MARK HOLT2014-09-30
0012012-01-01MARK HOLT2013-10-03 MARK HOLT2013-10-03
0012011-01-01MARK HOLT2013-10-03 MARK HOLT2013-10-03
0012010-01-01MARK HOLT2011-07-28

Financial Data on MARK H. HOLT, D.D.S., M.S., INC. 401(K) PLAN

Measure Date Value
2025 : MARK H. HOLT, D.D.S., M.S., INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-230
Total liabilities as of the end of the plan year2025-06-230
Total liabilities as of the beginning of the plan year2025-06-230
Total expenses incurred by plan in this plan year2025-06-23322595
Net assets as of the end of the plan year2025-06-235149208
Total assets as of the beginning of the plan year2025-06-234627322
Value of plan covered by a fidelity bond2025-06-23700000
Participant contributions to plan in this plan year2025-06-23169945
Value of participant loans at end of plan year2025-06-2329828
Other expenses paid from plan in this plan year2025-06-230
Other contributions to plan in this plan year2025-06-230
Other income to plan in this plan year2025-06-23461929
Plan net income in this plan year2025-06-23521886
Net assets as of the end of the plan year2025-06-235149208
Net assets as of the beginning of the plan year2025-06-234627322
Employer contributions to plan in this plan year2025-06-23212607
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2333322
2024 : MARK H. HOLT, D.D.S., M.S., INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-2773533
Net assets as of the end of the plan year2024-08-274627322
Total assets as of the beginning of the plan year2024-08-273999640
Value of plan covered by a fidelity bond2024-08-27500000
Participant contributions to plan in this plan year2024-08-27163945
Value of participant loans at end of plan year2024-08-2723167
Other contributions to plan in this plan year2024-08-2731000
Other income to plan in this plan year2024-08-27506270
Plan net income in this plan year2024-08-27627682
Net assets as of the end of the plan year2024-08-274627322
Net assets as of the beginning of the plan year2024-08-273999640
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-2716313
2022 : MARK H. HOLT, D.D.S., M.S., INC. 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-07-2590
Total expenses incurred by plan in this plan year2022-07-2530723
Net assets as of the end of the plan year2022-07-254879670
Total assets as of the beginning of the plan year2022-07-254130814
Value of plan covered by a fidelity bond2022-07-25500000
Participant contributions to plan in this plan year2022-07-25117630
Value of participant loans at end of plan year2022-07-257037
Other income to plan in this plan year2022-07-25532403
Plan net income in this plan year2022-07-25748946
Net assets as of the end of the plan year2022-07-254879670
Net assets as of the beginning of the plan year2022-07-254130724
Employer contributions to plan in this plan year2022-07-25129636
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2530723

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