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MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 401k Plan overview

Plan NameMARK D PERSUN SELF EMPLOYED RETIREMENT PLAN
Plan identification number 001

MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MARK D. PERSUN has sponsored the creation of one or more 401k plans.

Company Name:MARK D. PERSUN
Employer identification number (EIN):251383404
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01MARK D PERSUN
0012021-01-01
0012021-01-01MARK D PERSUN
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK D PERSUN MARK D PERSUN2018-07-09
0012016-01-01MARK D PERSUN MARK D PERSUN2017-07-12
0012015-01-01MARK D PERSUN MARK D PERSUN2016-07-15
0012014-01-01MARK D PERSUN MARK D PERSUN2015-07-14
0012013-01-01MARK D PERSUN MARK D PERSUN2014-07-03
0012012-01-01MARK D PERSUN MARK D PERSUN2013-10-09
0012011-01-01MARK D PERSUN MARK D PERSUN2012-07-20
0012010-01-01MARK D PERSUN MARK D PERSUN2011-07-12
0012009-01-01MARK D PERSUN MARK D PERSUN2010-10-07

Financial Data on MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN

Measure Date Value
2022 : MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at beginning of year2022-12-31$1,096
Total income from all sources2022-12-31$-48,192
Expenses. Total of all expenses incurred2022-12-31$841,255
Benefits paid (including direct rollovers)2022-12-31$838,598
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$890,543
Other income received2022-12-31$-48,192
Net income (gross income less expenses)2022-12-31$-889,447
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$889,447
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,657
2021 : MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$1,096
Total plan liabilities at beginning of year2021-12-31$944
Total income from all sources2021-12-31$217,075
Expenses. Total of all expenses incurred2021-12-31$86,566
Benefits paid (including direct rollovers)2021-12-31$82,000
Total plan assets at end of year2021-12-31$890,543
Total plan assets at beginning of year2021-12-31$759,882
Value of fidelity bond covering the plan2021-12-31$100,000
Other income received2021-12-31$213,075
Net income (gross income less expenses)2021-12-31$130,509
Net plan assets at end of year (total assets less liabilities)2021-12-31$889,447
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$758,938
Total contributions received or receivable from employer(s)2021-12-31$4,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$4,566
2020 : MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$944
Total plan liabilities at beginning of year2020-12-31$1,030
Total income from all sources2020-12-31$50,145
Expenses. Total of all expenses incurred2020-12-31$60,682
Benefits paid (including direct rollovers)2020-12-31$57,000
Total plan assets at end of year2020-12-31$759,882
Total plan assets at beginning of year2020-12-31$770,505
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$46,145
Net income (gross income less expenses)2020-12-31$-10,537
Net plan assets at end of year (total assets less liabilities)2020-12-31$758,938
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$769,475
Total contributions received or receivable from employer(s)2020-12-31$4,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,682
2019 : MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$1,030
Total plan liabilities at beginning of year2019-12-31$1,091
Total income from all sources2019-12-31$128,481
Expenses. Total of all expenses incurred2019-12-31$35,408
Benefits paid (including direct rollovers)2019-12-31$31,400
Total plan assets at end of year2019-12-31$770,505
Total plan assets at beginning of year2019-12-31$677,493
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$124,481
Net income (gross income less expenses)2019-12-31$93,073
Net plan assets at end of year (total assets less liabilities)2019-12-31$769,475
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$676,402
Total contributions received or receivable from employer(s)2019-12-31$4,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,008
2018 : MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$1,091
Total plan liabilities at beginning of year2018-12-31$1,002
Total income from all sources2018-12-31$-24,095
Expenses. Total of all expenses incurred2018-12-31$36,873
Benefits paid (including direct rollovers)2018-12-31$32,500
Total plan assets at end of year2018-12-31$677,493
Total plan assets at beginning of year2018-12-31$738,372
Value of fidelity bond covering the plan2018-12-31$75,000
Other income received2018-12-31$-28,095
Net income (gross income less expenses)2018-12-31$-60,968
Net plan assets at end of year (total assets less liabilities)2018-12-31$676,402
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$737,370
Total contributions received or receivable from employer(s)2018-12-31$4,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,373
2017 : MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$1,002
Total plan liabilities at beginning of year2017-12-31$968
Total income from all sources2017-12-31$53,289
Expenses. Total of all expenses incurred2017-12-31$19,808
Benefits paid (including direct rollovers)2017-12-31$15,700
Total plan assets at end of year2017-12-31$738,372
Total plan assets at beginning of year2017-12-31$704,857
Value of fidelity bond covering the plan2017-12-31$75,000
Other income received2017-12-31$48,381
Net income (gross income less expenses)2017-12-31$33,481
Net plan assets at end of year (total assets less liabilities)2017-12-31$737,370
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$703,889
Total contributions received or receivable from employer(s)2017-12-31$4,908
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,108
2016 : MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$968
Total plan liabilities at beginning of year2016-12-31$931
Total income from all sources2016-12-31$81,513
Expenses. Total of all expenses incurred2016-12-31$16,348
Benefits paid (including direct rollovers)2016-12-31$12,500
Total plan assets at end of year2016-12-31$704,857
Total plan assets at beginning of year2016-12-31$639,655
Value of fidelity bond covering the plan2016-12-31$75,000
Other income received2016-12-31$77,513
Net income (gross income less expenses)2016-12-31$65,165
Net plan assets at end of year (total assets less liabilities)2016-12-31$703,889
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$638,724
Total contributions received or receivable from employer(s)2016-12-31$4,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,848
2015 : MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$931
Total plan liabilities at beginning of year2015-12-31$953
Total income from all sources2015-12-31$-29,802
Expenses. Total of all expenses incurred2015-12-31$13,917
Benefits paid (including direct rollovers)2015-12-31$10,000
Total plan assets at end of year2015-12-31$639,655
Total plan assets at beginning of year2015-12-31$683,396
Value of fidelity bond covering the plan2015-12-31$75,000
Other income received2015-12-31$-34,347
Net income (gross income less expenses)2015-12-31$-43,719
Net plan assets at end of year (total assets less liabilities)2015-12-31$638,724
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$682,443
Total contributions received or receivable from employer(s)2015-12-31$4,545
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,917
2014 : MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$953
Total plan liabilities at beginning of year2014-12-31$870
Total income from all sources2014-12-31$64,978
Expenses. Total of all expenses incurred2014-12-31$3,898
Total plan assets at end of year2014-12-31$683,396
Total plan assets at beginning of year2014-12-31$622,233
Value of fidelity bond covering the plan2014-12-31$75,000
Other income received2014-12-31$59,596
Net income (gross income less expenses)2014-12-31$61,080
Net plan assets at end of year (total assets less liabilities)2014-12-31$682,443
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$621,363
Total contributions received or receivable from employer(s)2014-12-31$5,382
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,898
2013 : MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$870
Total plan liabilities at beginning of year2013-12-31$790
Total income from all sources2013-12-31$120,795
Expenses. Total of all expenses incurred2013-12-31$3,443
Total plan assets at end of year2013-12-31$622,233
Total plan assets at beginning of year2013-12-31$504,801
Value of fidelity bond covering the plan2013-12-31$75,000
Other income received2013-12-31$116,401
Net income (gross income less expenses)2013-12-31$117,352
Net plan assets at end of year (total assets less liabilities)2013-12-31$621,363
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$504,011
Total contributions received or receivable from employer(s)2013-12-31$4,394
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,443
2012 : MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$790
Total plan liabilities at beginning of year2012-12-31$590
Total income from all sources2012-12-31$58,827
Expenses. Total of all expenses incurred2012-12-31$3,185
Total plan assets at end of year2012-12-31$504,801
Total plan assets at beginning of year2012-12-31$448,959
Other income received2012-12-31$53,213
Net income (gross income less expenses)2012-12-31$55,642
Net plan assets at end of year (total assets less liabilities)2012-12-31$504,011
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$448,369
Total contributions received or receivable from employer(s)2012-12-31$5,614
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,185
2011 : MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$590
Total plan liabilities at beginning of year2011-12-31$523
Total income from all sources2011-12-31$80,298
Expenses. Total of all expenses incurred2011-12-31$2,495
Total plan assets at end of year2011-12-31$448,959
Total plan assets at beginning of year2011-12-31$371,089
Other income received2011-12-31$76,298
Net income (gross income less expenses)2011-12-31$77,803
Net plan assets at end of year (total assets less liabilities)2011-12-31$448,369
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$370,566
Total contributions received or receivable from employer(s)2011-12-31$4,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,495
2010 : MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$523
Total plan liabilities at beginning of year2010-12-31$495
Total income from all sources2010-12-31$52,354
Expenses. Total of all expenses incurred2010-12-31$2,057
Total plan assets at end of year2010-12-31$371,089
Total plan assets at beginning of year2010-12-31$320,764
Other income received2010-12-31$48,354
Net income (gross income less expenses)2010-12-31$50,297
Net plan assets at end of year (total assets less liabilities)2010-12-31$370,566
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$320,269
Total contributions received or receivable from employer(s)2010-12-31$4,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,057

Form 5500 Responses for MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN

2022: MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARK D PERSUN SELF EMPLOYED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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