MARK D. WILLIAMS, D.M.D., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST
401k plan membership statisitcs for MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2024: MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-12-02 | 7 |
| Total number of particpants at end of year | 2024-12-02 | 0 |
| Number of Participants With Account Balances | 2024-12-02 | 0 |
| Total number of particpants at beginning of year | 2024-07-11 | 7 |
| Total number of particpants at end of year | 2024-07-11 | 7 |
| Number of Participants With Account Balances | 2024-07-11 | 7 |
| 2022: MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-06 | 7 |
| Total number of particpants at end of year | 2022-07-06 | 7 |
| Number of Participants With Account Balances | 2022-07-06 | 7 |
| 2016: MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 7 |
| Number of participants with account balances | 2016-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
| 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 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 6 |
| Number of participants with account balances | 2015-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2010: MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 7 |
| 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 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 7 |
| Number of participants with account balances | 2010-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 7 |
| Number of participants with account balances | 2009-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2024 : MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-12-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-12-02 | 4570557 |
| Net assets as of the end of the plan year | 2024-12-02 | 0 |
| Total assets as of the beginning of the plan year | 2024-12-02 | 3964225 |
| Value of plan covered by a fidelity bond | 2024-12-02 | 250000 |
| Participant contributions to plan in this plan year | 2024-12-02 | 43368 |
| Other income to plan in this plan year | 2024-12-02 | 453388 |
| Plan net income in this plan year | 2024-12-02 | -3964225 |
| Net assets as of the end of the plan year | 2024-12-02 | 0 |
| Net assets as of the beginning of the plan year | 2024-12-02 | 3964225 |
| Employer contributions to plan in this plan year | 2024-12-02 | 109576 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-02 | 700 |
| Total transfers to/from plan in this plan year | 2024-07-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-11 | 0 |
| Net assets as of the end of the plan year | 2024-07-11 | 3964225 |
| Total assets as of the beginning of the plan year | 2024-07-11 | 3490065 |
| Value of plan covered by a fidelity bond | 2024-07-11 | 250000 |
| Participant contributions to plan in this plan year | 2024-07-11 | 76806 |
| Other expenses paid from plan in this plan year | 2024-07-11 | 0 |
| Other contributions to plan in this plan year | 2024-07-11 | 0 |
| Other income to plan in this plan year | 2024-07-11 | 339033 |
| Plan net income in this plan year | 2024-07-11 | 474160 |
| Net assets as of the end of the plan year | 2024-07-11 | 3964225 |
| Net assets as of the beginning of the plan year | 2024-07-11 | 3490065 |
| Employer contributions to plan in this plan year | 2024-07-11 | 58321 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-11 | 0 |
| 2022 : MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-06 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-06 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-06 | 0 |
| Net assets as of the end of the plan year | 2022-07-06 | 3731043 |
| Total assets as of the beginning of the plan year | 2022-07-06 | 3158024 |
| Value of plan covered by a fidelity bond | 2022-07-06 | 250000 |
| Participant contributions to plan in this plan year | 2022-07-06 | 60393 |
| Other expenses paid from plan in this plan year | 2022-07-06 | 0 |
| Other contributions to plan in this plan year | 2022-07-06 | 0 |
| Other income to plan in this plan year | 2022-07-06 | 452473 |
| Plan net income in this plan year | 2022-07-06 | 573019 |
| Net assets as of the end of the plan year | 2022-07-06 | 3731043 |
| Net assets as of the beginning of the plan year | 2022-07-06 | 3158024 |
| Employer contributions to plan in this plan year | 2022-07-06 | 60153 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-06 | 0 |
| 2016 : MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $229,086 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $16,459 |
| Total plan assets at end of year | 2016-12-31 | $2,062,239 |
| Total plan assets at beginning of year | 2016-12-31 | $1,849,612 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $98,840 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $16,459 |
| Other income received | 2016-12-31 | $123,301 |
| Net income (gross income less expenses) | 2016-12-31 | $212,627 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,062,239 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,849,612 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $6,945 |
| 2015 : MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-37,386 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $89,533 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $70,000 |
| Total plan assets at end of year | 2015-12-31 | $1,849,612 |
| Total plan assets at beginning of year | 2015-12-31 | $1,976,531 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $53,800 |
| Other income received | 2015-12-31 | $-141,202 |
| Net income (gross income less expenses) | 2015-12-31 | $-126,919 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,849,612 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,976,531 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $50,016 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $19,533 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2010 : MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $109,579 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $11,105 |
| Total plan assets at end of year | 2010-12-31 | $1,458,229 |
| Total plan assets at beginning of year | 2010-12-31 | $1,359,755 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $42,840 |
| Other income received | 2010-12-31 | $41,031 |
| Net income (gross income less expenses) | 2010-12-31 | $98,474 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,458,229 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,359,755 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $25,708 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $11,105 |
| 2016: MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST 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 |
| 2010: MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST 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: MARK D. WILLIAMS, D.M.D., P.A. RETIREMENT PLAN & TRUST 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 |
