Logo

RICHARD E. MARSHALL, D.M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameRICHARD E. MARSHALL, D.M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

RICHARD E. MARSHALL, D.M.D., P.A. 401(K) PROFIT SHARING PLAN AND 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

RICHARD E. MARSHALL, D.M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD E. MARSHALL, D.M.D., P.A.
Employer identification number (EIN):522179057
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD E. MARSHALL, D.M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BONNIE MARSHALL2022-10-13
0012021-01-01BONNIE MARSHALL2022-07-10
0012020-01-01BONNIE MARSHALL2021-08-11
0012020-01-01BONNIE MARSHALL2022-06-24
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01SONYA PACHINO2017-06-13
0012015-01-01RICHARD E. MARSHALL2016-04-15
0012014-01-01SONYA PACHINO2015-09-14
0012013-01-01SONYA PACHINO2014-05-02
0012012-01-01SONYA PACHINO2013-07-30
0012011-01-01RICHARD E. MARSHALL2012-10-02 RICHARD E. MARSHALL2012-10-02
0012010-01-01RICHARD E. MARSHALL2011-07-27 RICHARD E. MARSHALL2011-07-27

Financial Data on RICHARD E. MARSHALL, D.M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : RICHARD E. MARSHALL, D.M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total liabilities as of the end of the plan year2022-10-130
Total liabilities as of the beginning of the plan year2022-10-130
Total expenses incurred by plan in this plan year2022-10-13415177
Net assets as of the end of the plan year2022-10-130
Total assets as of the beginning of the plan year2022-10-13446934
Value of plan covered by a fidelity bond2022-10-13200000
Participant contributions to plan in this plan year2022-10-130
Other expenses paid from plan in this plan year2022-10-130
Other contributions to plan in this plan year2022-10-130
Other income to plan in this plan year2022-10-13-31757
Plan net income in this plan year2022-10-13-446934
Net assets as of the end of the plan year2022-10-130
Net assets as of the beginning of the plan year2022-10-13446934
Employer contributions to plan in this plan year2022-10-130
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-13138
Total liabilities as of the end of the plan year2022-07-100
Total liabilities as of the beginning of the plan year2022-07-100
Total expenses incurred by plan in this plan year2022-07-10546727
Net assets as of the end of the plan year2022-07-10446934
Total assets as of the beginning of the plan year2022-07-10842861
Value of plan covered by a fidelity bond2022-07-10200000
Participant contributions to plan in this plan year2022-07-101760
Other expenses paid from plan in this plan year2022-07-100
Other contributions to plan in this plan year2022-07-100
Other income to plan in this plan year2022-07-10149040
Plan net income in this plan year2022-07-10-395927
Net assets as of the end of the plan year2022-07-10446934
Net assets as of the beginning of the plan year2022-07-10842861
Employer contributions to plan in this plan year2022-07-100
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-101409

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1