401k Plan data: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN plan

MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 401k Plan overview

Plan Name	MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN
Plan identification number	001

MARK A. DAWKINS M.D. SAVINGS INCENTIVE 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.
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

MARK A. DAWKINS M.D., PC has sponsored the creation of one or more 401k plans.

Company Name: MARK A. DAWKINS M.D., PC

Employer identification number (EIN): 731593192

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 PATTY ESTEP 2022-09-19
001 2020-01-01 PATTY ESTEP 2021-06-29
001 2019-01-01 PATTY ESTEP 2020-07-08
001 2018-01-01 PATTY ESTEP 2019-09-17
001 2017-01-01 PATTY ESTEP 2018-08-09
001 2016-01-01 PATTY ESTEP 2017-09-06
001 2015-01-01 PATTY ESTEP 2016-09-26
001 2014-01-01 PATTY ESTEP
001 2013-01-01 PATTY ESTEP
001 2012-01-01 PATTY ESTEP
001 2011-01-01 PATTY ESTEP
001 2010-01-01 PATTY ESTEP
001 2009-01-01 PATTY ESTEP

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	PATTY ESTEP	2022-09-19
001	2020-01-01	PATTY ESTEP	2021-06-29
001	2019-01-01	PATTY ESTEP	2020-07-08
001	2018-01-01	PATTY ESTEP	2019-09-17
001	2017-01-01	PATTY ESTEP	2018-08-09
001	2016-01-01	PATTY ESTEP	2017-09-06
001	2015-01-01	PATTY ESTEP	2016-09-26
001	2014-01-01	PATTY ESTEP
001	2013-01-01	PATTY ESTEP
001	2012-01-01	PATTY ESTEP
001	2011-01-01	PATTY ESTEP
001	2010-01-01	PATTY ESTEP
001	2009-01-01	PATTY ESTEP

Plan Statistics for MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN

Measure Date Value
2022: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 12
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 13
Number of participants with account balances 2022-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2014: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
2010: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	12
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	13
Number of participants with account balances	2022-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2014: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
2010: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN

Measure	Date	Value
2022 : MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-465,063
Expenses. Total of all expenses incurred	2022-12-31	$36,833
Benefits paid (including direct rollovers)	2022-12-31	$36,608
Total plan assets at end of year	2022-12-31	$2,068,737
Total plan assets at beginning of year	2022-12-31	$2,570,633
Value of fidelity bond covering the plan	2022-12-31	$300,000
Total contributions received or receivable from participants	2022-12-31	$91,544
Other income received	2022-12-31	$-587,607
Net income (gross income less expenses)	2022-12-31	$-501,896
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,068,737
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,570,633
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	2022-12-31	$2,010
Total contributions received or receivable from employer(s)	2022-12-31	$31,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$225
2014 : MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$110,958
Expenses. Total of all expenses incurred	2014-12-31	$95,278
Benefits paid (including direct rollovers)	2014-12-31	$94,032
Total plan assets at end of year	2014-12-31	$1,047,910
Total plan assets at beginning of year	2014-12-31	$1,032,230
Value of fidelity bond covering the plan	2014-12-31	$40,000
Total contributions received or receivable from participants	2014-12-31	$40,098
Other income received	2014-12-31	$70,860
Net income (gross income less expenses)	2014-12-31	$15,680
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,047,910
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,032,230
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,246
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$269,732
Expenses. Total of all expenses incurred	2013-12-31	$14,283
Benefits paid (including direct rollovers)	2013-12-31	$14,283
Total plan assets at end of year	2013-12-31	$1,032,230
Total plan assets at beginning of year	2013-12-31	$776,781
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$38,364
Other income received	2013-12-31	$175,506
Net income (gross income less expenses)	2013-12-31	$255,449
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,032,230
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$776,781
Total contributions received or receivable from employer(s)	2013-12-31	$55,862
2012 : MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$127,273
Expenses. Total of all expenses incurred	2012-12-31	$10,065
Benefits paid (including direct rollovers)	2012-12-31	$10,065
Total plan assets at end of year	2012-12-31	$776,781
Total plan assets at beginning of year	2012-12-31	$659,573
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$38,763
Other income received	2012-12-31	$47,964
Net income (gross income less expenses)	2012-12-31	$117,208
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$776,781
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$659,573
Total contributions received or receivable from employer(s)	2012-12-31	$40,546
2011 : MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$21,078
Expenses. Total of all expenses incurred	2011-12-31	$6,601
Benefits paid (including direct rollovers)	2011-12-31	$6,601
Total plan assets at end of year	2011-12-31	$659,573
Total plan assets at beginning of year	2011-12-31	$645,096
Value of fidelity bond covering the plan	2011-12-31	$40,000
Total contributions received or receivable from participants	2011-12-31	$25,000
Other income received	2011-12-31	$-56,743
Net income (gross income less expenses)	2011-12-31	$14,477
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$659,573
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$645,096
Total contributions received or receivable from employer(s)	2011-12-31	$52,821
2010 : MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$136,332
Expenses. Total of all expenses incurred	2010-12-31	$31,832
Benefits paid (including direct rollovers)	2010-12-31	$31,832
Total plan assets at end of year	2010-12-31	$645,096
Total plan assets at beginning of year	2010-12-31	$540,596
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$42,426
Other income received	2010-12-31	$43,743
Net income (gross income less expenses)	2010-12-31	$104,500
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$645,096
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$540,596
Total contributions received or receivable from employer(s)	2010-12-31	$50,163

Form 5500 Responses for MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN

2022: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2014: MARK A. DAWKINS M.D. SAVINGS INCENTIVE 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: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MARK A. DAWKINS M.D. SAVINGS INCENTIVE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARK A. DAWKINS M.D., PC
Employer identification number (EIN):	731593192
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)