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DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameDAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST
Plan identification number 004

DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST 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
  • 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.

401k Sponsoring company profile

DAVID J. MARZO, D.D.S., LTD. has sponsored the creation of one or more 401k plans.

Company Name:DAVID J. MARZO, D.D.S., LTD.
Employer identification number (EIN):362900733
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042012-01-01DAVID J. MARZO, D.D.S.
0042011-01-01DAVID J MARZO DDS
0042009-01-01DAVID J MARZO DDS

Plan Statistics for DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST

Measure Date Value
2012: DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
2011: DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2009: DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST

Measure Date Value
2012 : DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$172,177
Expenses. Total of all expenses incurred2012-12-31$2,438,307
Benefits paid (including direct rollovers)2012-12-31$2,420,711
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$2,266,130
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$17,596
Other income received2012-12-31$172,177
Net income (gross income less expenses)2012-12-31$-2,266,130
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,266,130
2011 : DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$2,820
Expenses. Total of all expenses incurred2011-12-31$23,340
Total plan assets at end of year2011-12-31$2,266,130
Total plan assets at beginning of year2011-12-31$2,286,650
Value of fidelity bond covering the plan2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$23,340
Other income received2011-12-31$-27,180
Net income (gross income less expenses)2011-12-31$-20,520
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,266,130
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,286,650
Total contributions received or receivable from employer(s)2011-12-31$30,000
2010 : DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$1,184
Total income from all sources2010-12-31$-114,870
Expenses. Total of all expenses incurred2010-12-31$20,835
Total plan assets at end of year2010-12-31$2,286,650
Total plan assets at beginning of year2010-12-31$2,423,539
Value of fidelity bond covering the plan2010-12-31$500,000
Expenses. Other expenses not covered elsewhere2010-12-31$20,835
Other income received2010-12-31$-144,870
Net income (gross income less expenses)2010-12-31$-135,705
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,286,650
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,422,355
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$16,000
Total contributions received or receivable from employer(s)2010-12-31$30,000

Form 5500 Responses for DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST

2012: DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST 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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