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MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameMARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN
Plan identification number 001

MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 B, WINNICK, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:MARK B, WINNICK, D.D.S., P.A.
Employer identification number (EIN):521006213
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK B WINNICK2024-10-05 MARK B WINNICK2024-10-05
0012022-01-01MARK B WINNICK2023-10-09 MARK B WINNICK2023-10-09
0012021-01-01MARK B WINNICK2022-08-22 MARK B WINNICK2022-08-22
0012020-01-01MARK B WINNICK2021-09-27 MARK B WINNICK2021-09-27
0012019-01-01MARK B WINNICK2020-10-12 MARK B WINNICK2020-10-12
0012018-01-01MARK B WINNICK2019-10-14 MARK B WINNICK2019-10-14
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MARK B WINNICK
0012011-01-01MARK B WINNICK
0012010-01-01MARK B WINNICK
0012009-01-01MARK B WINNICK

Financial Data on MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN

Measure Date Value
2023 : MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$5,323
Total plan liabilities at beginning of year2023-12-31$5,323
Total income from all sources2023-12-31$2,034
Expenses. Total of all expenses incurred2023-12-31$6,582
Benefits paid (including direct rollovers)2023-12-31$6,570
Total plan assets at end of year2023-12-31$158,296
Total plan assets at beginning of year2023-12-31$162,844
Value of fidelity bond covering the plan2023-12-31$30,000
Other income received2023-12-31$2,034
Net income (gross income less expenses)2023-12-31$-4,548
Net plan assets at end of year (total assets less liabilities)2023-12-31$152,973
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$157,521
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$12
2022 : MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$5,323
Total plan liabilities at beginning of year2022-12-31$5,323
Total income from all sources2022-12-31$-73,943
Expenses. Total of all expenses incurred2022-12-31$11,112
Benefits paid (including direct rollovers)2022-12-31$11,100
Total plan assets at end of year2022-12-31$162,844
Total plan assets at beginning of year2022-12-31$247,899
Value of fidelity bond covering the plan2022-12-31$300,000
Assets. Value of loans (other than to participants)2022-12-31$0
Other income received2022-12-31$-73,943
Net income (gross income less expenses)2022-12-31$-85,055
Net plan assets at end of year (total assets less liabilities)2022-12-31$157,521
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$242,576
Assets. Value of participant loans2022-12-31$50,000
Assets. Value of assets in partnership/joint-venture interests2022-12-31$14,546
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$12
2021 : MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$5,323
Total plan liabilities at beginning of year2021-12-31$5,323
Total income from all sources2021-12-31$-376
Expenses. Total of all expenses incurred2021-12-31$14,912
Benefits paid (including direct rollovers)2021-12-31$14,900
Total plan assets at end of year2021-12-31$247,899
Total plan assets at beginning of year2021-12-31$263,187
Value of fidelity bond covering the plan2021-12-31$300,000
Assets. Value of loans (other than to participants)2021-12-31$69,776
Other income received2021-12-31$-376
Net income (gross income less expenses)2021-12-31$-15,288
Net plan assets at end of year (total assets less liabilities)2021-12-31$242,576
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$257,864
Assets. Value of participant loans2021-12-31$50,000
Assets. Value of assets in partnership/joint-venture interests2021-12-31$20,349
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$12
2020 : MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$5,323
Total plan liabilities at beginning of year2020-12-31$5,323
Total income from all sources2020-12-31$-29,795
Expenses. Total of all expenses incurred2020-12-31$75,011
Benefits paid (including direct rollovers)2020-12-31$75,000
Total plan assets at end of year2020-12-31$263,187
Total plan assets at beginning of year2020-12-31$367,993
Value of fidelity bond covering the plan2020-12-31$300,000
Assets. Value of loans (other than to participants)2020-12-31$74,627
Other income received2020-12-31$-29,795
Net income (gross income less expenses)2020-12-31$-104,806
Net plan assets at end of year (total assets less liabilities)2020-12-31$257,864
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$362,670
Assets. Value of participant loans2020-12-31$50,000
Assets. Value of assets in partnership/joint-venture interests2020-12-31$41,833
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$11
2019 : MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$5,323
Total plan liabilities at beginning of year2019-12-31$5,323
Total income from all sources2019-12-31$6,672
Expenses. Total of all expenses incurred2019-12-31$15,712
Benefits paid (including direct rollovers)2019-12-31$15,700
Total plan assets at end of year2019-12-31$367,993
Total plan assets at beginning of year2019-12-31$377,033
Value of fidelity bond covering the plan2019-12-31$300,000
Assets. Value of loans (other than to participants)2019-12-31$85,963
Other income received2019-12-31$6,672
Net income (gross income less expenses)2019-12-31$-9,040
Net plan assets at end of year (total assets less liabilities)2019-12-31$362,670
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$371,710
Assets. Value of participant loans2019-12-31$50,000
Assets. Value of assets in partnership/joint-venture interests2019-12-31$88,248
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$12
2018 : MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$-5,712
Total plan liabilities at end of year2018-12-31$5,323
Total plan liabilities at beginning of year2018-12-31$25
Total income from all sources2018-12-31$88,558
Expenses. Total of all expenses incurred2018-12-31$255,362
Benefits paid (including direct rollovers)2018-12-31$255,000
Total plan assets at end of year2018-12-31$377,033
Total plan assets at beginning of year2018-12-31$544,251
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$24,500
Assets. Value of loans (other than to participants)2018-12-31$88,418
Other income received2018-12-31$64,058
Net income (gross income less expenses)2018-12-31$-166,804
Net plan assets at end of year (total assets less liabilities)2018-12-31$371,710
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$544,226
Assets. Value of participant loans2018-12-31$47,296
Assets. Value of assets in partnership/joint-venture interests2018-12-31$164,113
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$362
2017 : MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$25
Total income from all sources2017-12-31$71,447
Expenses. Total of all expenses incurred2017-12-31$12,716
Benefits paid (including direct rollovers)2017-12-31$12,704
Total plan assets at end of year2017-12-31$578,851
Total plan assets at beginning of year2017-12-31$520,095
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$24,000
Assets. Value of loans (other than to participants)2017-12-31$89,965
Other income received2017-12-31$47,447
Net income (gross income less expenses)2017-12-31$58,731
Net plan assets at end of year (total assets less liabilities)2017-12-31$578,826
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$520,095
Assets. Value of participant loans2017-12-31$84,600
Assets. Value of assets in partnership/joint-venture interests2017-12-31$300,010
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$12
2016 : MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$12,668
Total plan liabilities at beginning of year2016-12-31$24
Total income from all sources2016-12-31$267,181
Expenses. Total of all expenses incurred2016-12-31$3,865,916
Benefits paid (including direct rollovers)2016-12-31$3,865,916
Total plan assets at end of year2016-12-31$750,845
Total plan assets at beginning of year2016-12-31$4,336,936
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$23,011
Assets. Value of loans (other than to participants)2016-12-31$92,761
Other income received2016-12-31$209,170
Net income (gross income less expenses)2016-12-31$-3,598,735
Net plan assets at end of year (total assets less liabilities)2016-12-31$738,177
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,336,912
Assets. Value of participant loans2016-12-31$24,600
Assets. Value of assets in partnership/joint-venture interests2016-12-31$300,000
Total contributions received or receivable from employer(s)2016-12-31$35,000
2015 : MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$24
Total plan liabilities at beginning of year2015-12-31$24
Total income from all sources2015-12-31$167,106
Expenses. Total of all expenses incurred2015-12-31$226,798
Benefits paid (including direct rollovers)2015-12-31$197,056
Total plan assets at end of year2015-12-31$4,336,936
Total plan assets at beginning of year2015-12-31$4,396,628
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$40,710
Other income received2015-12-31$89,701
Net income (gross income less expenses)2015-12-31$-59,692
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,336,912
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,396,604
Total contributions received or receivable from employer(s)2015-12-31$36,695
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$29,742
2014 : MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$24
Total plan liabilities at beginning of year2014-12-31$24
Total income from all sources2014-12-31$233,837
Expenses. Total of all expenses incurred2014-12-31$350,394
Benefits paid (including direct rollovers)2014-12-31$321,249
Total plan assets at end of year2014-12-31$4,396,628
Total plan assets at beginning of year2014-12-31$4,513,185
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$56,438
Other income received2014-12-31$177,399
Net income (gross income less expenses)2014-12-31$-116,557
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,396,604
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,513,161
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$29,145
2013 : MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$24
Total plan liabilities at beginning of year2013-12-31$24
Total income from all sources2013-12-31$498,941
Expenses. Total of all expenses incurred2013-12-31$230,222
Benefits paid (including direct rollovers)2013-12-31$203,656
Total plan assets at end of year2013-12-31$4,513,185
Total plan assets at beginning of year2013-12-31$4,244,466
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$71,233
Assets. Value of loans (other than to participants)2013-12-31$95,193
Other income received2013-12-31$427,708
Net income (gross income less expenses)2013-12-31$268,719
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,513,161
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,244,442
Assets. Value of participant loans2013-12-31$15,000
Assets. Value of assets in partnership/joint-venture interests2013-12-31$828,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$26,566
2012 : MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$24
Total plan liabilities at beginning of year2012-12-31$7,407
Total income from all sources2012-12-31$416,309
Expenses. Total of all expenses incurred2012-12-31$25,271
Total plan assets at end of year2012-12-31$4,244,466
Total plan assets at beginning of year2012-12-31$3,860,811
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$48,204
Assets. Value of loans (other than to participants)2012-12-31$96,287
Other income received2012-12-31$368,105
Net income (gross income less expenses)2012-12-31$391,038
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,244,442
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,853,404
Assets. Value of participant loans2012-12-31$26,000
Assets. Value of assets in partnership/joint-venture interests2012-12-31$822,330
Total contributions received or receivable from employer(s)2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$25,271
2011 : MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$7,407
Total income from all sources2011-12-31$160,197
Expenses. Total of all expenses incurred2011-12-31$64,174
Benefits paid (including direct rollovers)2011-12-31$41,509
Total plan assets at end of year2011-12-31$3,860,811
Total plan assets at beginning of year2011-12-31$3,757,381
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$68,886
Assets. Value of loans (other than to participants)2011-12-31$77,727
Other income received2011-12-31$65,885
Net income (gross income less expenses)2011-12-31$96,023
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,853,404
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,757,381
Assets. Value of participant loans2011-12-31$1,000
Assets. Value of assets in partnership/joint-venture interests2011-12-31$832,758
Total contributions received or receivable from employer(s)2011-12-31$25,426
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$22,665
2010 : MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$418,882
Expenses. Total of all expenses incurred2010-12-31$227,009
Benefits paid (including direct rollovers)2010-12-31$2,036
Total plan assets at end of year2010-12-31$3,757,381
Total plan assets at beginning of year2010-12-31$3,565,508
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$59,932
Assets. Value of loans (other than to participants)2010-12-31$58,990
Other income received2010-12-31$333,275
Net income (gross income less expenses)2010-12-31$191,873
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,757,381
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,565,508
Assets. Value of participant loans2010-12-31$1,000
Assets. Value of assets in partnership/joint-venture interests2010-12-31$761,320
Total contributions received or receivable from employer(s)2010-12-31$25,675
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$224,973

Form 5500 Responses for MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN

2023: MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING 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 B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING 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 B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING 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 B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING 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 B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARK B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING 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 B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING 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 B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING 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 B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING 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 B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING 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 B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING 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 B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING 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 B. WINNICK, D.D.S., P.A. AMENDED AND RESTATED 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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