MARKS & WEST, P.A. has sponsored the creation of one or more 401k plans.
Additional information about MARKS & WEST, P.A.
Submission information for form 5500 for 401k plan MARKS & WEST, P.A. PROFIT SHARING PLAN
401k plan membership statisitcs for MARKS & WEST, P.A. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: MARKS & WEST, P.A. PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-08-26 | 6 |
| Total number of particpants at end of year | 2025-08-26 | 6 |
| Number of Participants With Account Balances | 2025-08-26 | 6 |
| 2024: MARKS & WEST, P.A. PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-10 | 5 |
| Total number of particpants at end of year | 2024-07-10 | 6 |
| Number of Participants With Account Balances | 2024-07-10 | 6 |
| 2015: MARKS & WEST, P.A. PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: MARKS & WEST, P.A. PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : MARKS & WEST, P.A. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-08-26 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-26 | 125 |
| Net assets as of the end of the plan year | 2025-08-26 | 4984281 |
| Total assets as of the beginning of the plan year | 2025-08-26 | 3665783 |
| Value of plan covered by a fidelity bond | 2025-08-26 | 265000 |
| Participant contributions to plan in this plan year | 2025-08-26 | 1370 |
| Other income to plan in this plan year | 2025-08-26 | 1208383 |
| Plan net income in this plan year | 2025-08-26 | 1318498 |
| Net assets as of the end of the plan year | 2025-08-26 | 4984281 |
| Net assets as of the beginning of the plan year | 2025-08-26 | 3665783 |
| Value of employer contributions paid | 2025-08-26 | 0 |
| Employer contributions to plan in this plan year | 2025-08-26 | 108870 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-26 | 125 |
| 2024 : MARKS & WEST, P.A. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-07-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-10 | 500 |
| Net assets as of the end of the plan year | 2024-07-10 | 3665783 |
| Total assets as of the beginning of the plan year | 2024-07-10 | 2511747 |
| Value of plan covered by a fidelity bond | 2024-07-10 | 265000 |
| Participant contributions to plan in this plan year | 2024-07-10 | 55980 |
| Other income to plan in this plan year | 2024-07-10 | 1001253 |
| Plan net income in this plan year | 2024-07-10 | 1154036 |
| Net assets as of the end of the plan year | 2024-07-10 | 3665783 |
| Net assets as of the beginning of the plan year | 2024-07-10 | 2511747 |
| Value of employer contributions paid | 2024-07-10 | 0 |
| Employer contributions to plan in this plan year | 2024-07-10 | 97303 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-10 | 500 |
| 2015 : MARKS & WEST, P.A. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $106,003 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $832,881 |
| Total plan assets at beginning of year | 2015-12-31 | $726,878 |
| Value of fidelity bond covering the plan | 2015-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $49,300 |
| Other income received | 2015-12-31 | $-20,869 |
| Net income (gross income less expenses) | 2015-12-31 | $106,003 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $832,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $726,878 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $77,572 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : MARKS & WEST, P.A. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $130,476 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $34,934 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $34,934 |
| Total plan assets at end of year | 2014-12-31 | $726,878 |
| Total plan assets at beginning of year | 2014-12-31 | $631,336 |
| Value of fidelity bond covering the plan | 2014-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $47,800 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $7,539 |
| Net income (gross income less expenses) | 2014-12-31 | $95,542 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $726,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $631,336 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $75,137 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2015: MARKS & WEST, P.A. PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MARKS & WEST, P.A. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
