401k Plan data: TED L. MARSHALL, DMD, INC. 401(K) PLAN plan

TED L. MARSHALL, DMD, INC. 401(K) PLAN 401k Plan overview

Plan Name	TED L. MARSHALL, DMD, INC. 401(K) PLAN
Plan identification number	001

TED L. MARSHALL, DMD, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

TED L. MARSHALL, DMD, INC. has sponsored the creation of one or more 401k plans.

Company Name: TED L. MARSHALL, DMD, INC.

Employer identification number (EIN): 731197512

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TED L. MARSHALL, DMD, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 TED MARSHALL 2018-08-08 TED MARSHALL 2018-08-08
001 2016-01-01 TED MARSHALL 2017-04-11 TED MARSHALL 2017-04-11
001 2015-01-01 TED MARSHALL 2016-07-26 TED MARSHALL 2016-07-26
001 2014-01-01 TED MARSHALL
001 2013-01-01 TED MARSHALL
001 2012-01-01 TED MARSHALL
001 2011-01-01 TED MARSHALL
001 2010-01-01 TED L. MARSHALL, DMD TED L. MARSHALL, DMD 2011-07-12
001 2009-01-01 TED L. MARSHALL, DMD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	TED MARSHALL	2018-08-08	TED MARSHALL	2018-08-08
001	2016-01-01	TED MARSHALL	2017-04-11	TED MARSHALL	2017-04-11
001	2015-01-01	TED MARSHALL	2016-07-26	TED MARSHALL	2016-07-26
001	2014-01-01	TED MARSHALL
001	2013-01-01	TED MARSHALL
001	2012-01-01	TED MARSHALL
001	2011-01-01	TED MARSHALL
001	2010-01-01	TED L. MARSHALL, DMD		TED L. MARSHALL, DMD	2011-07-12
001	2009-01-01	TED L. MARSHALL, DMD

Financial Data on TED L. MARSHALL, DMD, INC. 401(K) PLAN

Measure	Date	Value
2014 : TED L. MARSHALL, DMD, INC. 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$90,771
Expenses. Total of all expenses incurred	2014-12-31	$4,318
Total plan assets at end of year	2014-12-31	$464,488
Total plan assets at beginning of year	2014-12-31	$378,035
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$49,401
Other income received	2014-12-31	$30,169
Net income (gross income less expenses)	2014-12-31	$86,453
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$464,488
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$378,035
Total contributions received or receivable from employer(s)	2014-12-31	$11,201
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,318
2013 : TED L. MARSHALL, DMD, INC. 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$65,179
Expenses. Total of all expenses incurred	2013-12-31	$5,001
Benefits paid (including direct rollovers)	2013-12-31	$274
Total plan assets at end of year	2013-12-31	$378,035
Total plan assets at beginning of year	2013-12-31	$317,857
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$49,348
Other income received	2013-12-31	$4,683
Net income (gross income less expenses)	2013-12-31	$60,178
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$378,035
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$317,857
Total contributions received or receivable from employer(s)	2013-12-31	$11,148
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,727
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : TED L. MARSHALL, DMD, INC. 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$82,357
Expenses. Total of all expenses incurred	2012-12-31	$3,654
Benefits paid (including direct rollovers)	2012-12-31	$806
Total plan assets at end of year	2012-12-31	$317,857
Total plan assets at beginning of year	2012-12-31	$239,154
Total contributions received or receivable from participants	2012-12-31	$47,834
Other income received	2012-12-31	$22,889
Net income (gross income less expenses)	2012-12-31	$78,703
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$317,857
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$239,154
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$642
Total contributions received or receivable from employer(s)	2012-12-31	$11,634
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,848
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : TED L. MARSHALL, DMD, INC. 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$51,304
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$239,154
Total plan assets at beginning of year	2011-12-31	$187,850
Total contributions received or receivable from participants	2011-12-31	$47,432
Other income received	2011-12-31	$-7,360
Net income (gross income less expenses)	2011-12-31	$51,304
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$239,154
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$187,850
Total contributions received or receivable from employer(s)	2011-12-31	$11,232
2010 : TED L. MARSHALL, DMD, INC. 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$61,770
Expenses. Total of all expenses incurred	2010-12-31	$24,036
Benefits paid (including direct rollovers)	2010-12-31	$21,827
Total plan assets at end of year	2010-12-31	$187,850
Total plan assets at beginning of year	2010-12-31	$150,116
Total contributions received or receivable from participants	2010-12-31	$43,840
Other income received	2010-12-31	$7,944
Net income (gross income less expenses)	2010-12-31	$37,734
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$187,850
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$150,116
Total contributions received or receivable from employer(s)	2010-12-31	$9,986
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,209
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for TED L. MARSHALL, DMD, INC. 401(K) PLAN

2014: TED L. MARSHALL, DMD, INC. 401(K) 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
2013: TED L. MARSHALL, DMD, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TED L. MARSHALL, DMD, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TED L. MARSHALL, DMD, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TED L. MARSHALL, DMD, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TED L. MARSHALL, DMD, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TED L. MARSHALL, DMD, INC.
Employer identification number (EIN):	731197512
NAIC Classification:	621210
NAIC Description:	Offices of Dentists