| Plan Name | MARK H. TERRY, D.D.S., P.A. PROFIT-SHARING PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | MARK H.TERRY, D.D.S., P.A. |
| Employer identification number (EIN): | 221967245 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2022-01-01 | MARK H. TERRY | 2023-01-20 | ||
| 003 | 2021-01-01 | MARK H. TERRY | 2022-09-13 | ||
| 003 | 2020-01-01 | MARK H. TERRY | 2021-10-08 | ||
| 003 | 2019-01-01 | MARK H. TERRY | 2020-09-08 | ||
| 003 | 2018-01-01 | MARK H. TERRY | 2019-10-15 | ||
| 003 | 2017-06-01 | MARK H. TERRY | 2018-10-11 | ||
| 003 | 2016-06-01 | MARK H. TERRY | 2017-11-02 | ||
| 003 | 2015-06-01 | MARK H. TERRY | 2017-02-21 | ||
| 003 | 2014-06-01 | MARK H. TERRY | 2016-02-25 | ||
| 003 | 2013-06-01 | MARK H. TERRY | 2015-03-02 | ||
| 003 | 2012-06-01 | MARK H. TERRY | 2014-03-04 | ||
| 003 | 2011-06-01 | MARK H. TERRY | 2013-03-11 | ||
| 003 | 2010-06-01 | MARK H. TERRY | 2011-12-15 |
| Measure | Date | Value |
|---|---|---|
| 2022 : MARK H. TERRY, D.D.S., P.A. PROFIT-SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-09-13 | 364 |
| Net assets as of the end of the plan year | 2022-09-13 | 383137 |
| Total assets as of the beginning of the plan year | 2022-09-13 | 246018 |
| Value of plan covered by a fidelity bond | 2022-09-13 | 85000 |
| Other contributions to plan in this plan year | 2022-09-13 | 53965 |
| Other income to plan in this plan year | 2022-09-13 | 15227 |
| Plan net income in this plan year | 2022-09-13 | 137119 |
| Net assets as of the end of the plan year | 2022-09-13 | 383137 |
| Net assets as of the beginning of the plan year | 2022-09-13 | 246018 |
| Employer contributions to plan in this plan year | 2022-09-13 | 68291 |
| Fees paid to broker by Benefit Provider | 2022-09-13 | 167 |