ROBERT J. MARX, M.D., A SOLE PROPRIETOR has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT J. MARX, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : ROBERT J. MARX, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-26 | 75818 |
| Net assets as of the end of the plan year | 2025-07-26 | 2138741 |
| Total assets as of the beginning of the plan year | 2025-07-26 | 1860462 |
| Value of plan covered by a fidelity bond | 2025-07-26 | 210000 |
| Participant contributions to plan in this plan year | 2025-07-26 | 0 |
| Other contributions to plan in this plan year | 2025-07-26 | 0 |
| Other income to plan in this plan year | 2025-07-26 | 351140 |
| Plan net income in this plan year | 2025-07-26 | 278279 |
| Net assets as of the end of the plan year | 2025-07-26 | 2138741 |
| Net assets as of the beginning of the plan year | 2025-07-26 | 1860462 |
| Employer contributions to plan in this plan year | 2025-07-26 | 2957 |
| 2024 : ROBERT J. MARX, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-10 | 61474 |
| Net assets as of the end of the plan year | 2024-10-10 | 1860462 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 1563592 |
| Value of plan covered by a fidelity bond | 2024-10-10 | 210000 |
| Participant contributions to plan in this plan year | 2024-10-10 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-10 | 0 |
| Other contributions to plan in this plan year | 2024-10-10 | 0 |
| Other income to plan in this plan year | 2024-10-10 | 358344 |
| Plan net income in this plan year | 2024-10-10 | 296870 |
| Net assets as of the end of the plan year | 2024-10-10 | 1860462 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 1563592 |
| Employer contributions to plan in this plan year | 2024-10-10 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 0 |
| 2022 : ROBERT J. MARX, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-08 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-08 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-08 | 76883 |
| Net assets as of the end of the plan year | 2022-06-08 | 2090787 |
| Total assets as of the beginning of the plan year | 2022-06-08 | 1873985 |
| Value of plan covered by a fidelity bond | 2022-06-08 | 200000 |
| Participant contributions to plan in this plan year | 2022-06-08 | 0 |
| Other expenses paid from plan in this plan year | 2022-06-08 | 0 |
| Other contributions to plan in this plan year | 2022-06-08 | 0 |
| Other income to plan in this plan year | 2022-06-08 | 293685 |
| Plan net income in this plan year | 2022-06-08 | 216802 |
| Net assets as of the end of the plan year | 2022-06-08 | 2090787 |
| Net assets as of the beginning of the plan year | 2022-06-08 | 1873985 |
| Employer contributions to plan in this plan year | 2022-06-08 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-08 | 652 |
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