DAVID E. MARKOWITZ, D.M.D., L.L.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID E. MARKOWITZ, D.M.D., L.L.C. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : DAVID E. MARKOWITZ, D.M.D., L.L.C. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-03 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-03 | 16180 |
| Net assets as of the end of the plan year | 2025-04-03 | 2831082 |
| Total assets as of the beginning of the plan year | 2025-04-03 | 2448612 |
| Value of plan covered by a fidelity bond | 2025-04-03 | 284000 |
| Participant contributions to plan in this plan year | 2025-04-03 | 67680 |
| Other expenses paid from plan in this plan year | 2025-04-03 | 0 |
| Other contributions to plan in this plan year | 2025-04-03 | 0 |
| Other income to plan in this plan year | 2025-04-03 | 306675 |
| Plan net income in this plan year | 2025-04-03 | 382470 |
| Net assets as of the end of the plan year | 2025-04-03 | 2831082 |
| Net assets as of the beginning of the plan year | 2025-04-03 | 2448612 |
| Employer contributions to plan in this plan year | 2025-04-03 | 24295 |
| Fees paid to broker by Benefit Provider | 2025-04-03 | 8003 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-03 | 16180 |
| 2024 : DAVID E. MARKOWITZ, D.M.D., L.L.C. 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-03 | 105084 |
| Net assets as of the end of the plan year | 2024-06-03 | 2448612 |
| Total assets as of the beginning of the plan year | 2024-06-03 | 2125015 |
| Value of plan covered by a fidelity bond | 2024-06-03 | 263000 |
| Participant contributions to plan in this plan year | 2024-06-03 | 62587 |
| Other expenses paid from plan in this plan year | 2024-06-03 | 0 |
| Other contributions to plan in this plan year | 2024-06-03 | 0 |
| Other income to plan in this plan year | 2024-06-03 | 342935 |
| Plan net income in this plan year | 2024-06-03 | 323597 |
| Net assets as of the end of the plan year | 2024-06-03 | 2448612 |
| Net assets as of the beginning of the plan year | 2024-06-03 | 2125015 |
| Employer contributions to plan in this plan year | 2024-06-03 | 23159 |
| Fees paid to broker by Benefit Provider | 2024-06-03 | 6840 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-03 | 0 |
| 2022 : DAVID E. MARKOWITZ, D.M.D., L.L.C. 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-04-25 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-25 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-25 | 18186 |
| Net assets as of the end of the plan year | 2022-04-25 | 2620210 |
| Total assets as of the beginning of the plan year | 2022-04-25 | 2224162 |
| Value of plan covered by a fidelity bond | 2022-04-25 | 263000 |
| Participant contributions to plan in this plan year | 2022-04-25 | 74161 |
| Other expenses paid from plan in this plan year | 2022-04-25 | 0 |
| Other contributions to plan in this plan year | 2022-04-25 | 0 |
| Other income to plan in this plan year | 2022-04-25 | 314842 |
| Plan net income in this plan year | 2022-04-25 | 396048 |
| Net assets as of the end of the plan year | 2022-04-25 | 2620210 |
| Net assets as of the beginning of the plan year | 2022-04-25 | 2224162 |
| Employer contributions to plan in this plan year | 2022-04-25 | 25231 |
| Fees paid to broker by Benefit Provider | 2022-04-25 | 7199 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-25 | 18186 |
