401k Plan data: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN plan

DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN
Plan identification number	002

DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

DAVID A. MARKMAN, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: DAVID A. MARKMAN, M.D., INC.

Employer identification number (EIN): 952643680

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-11-01
002 2020-11-01
002 2019-11-01
002 2018-11-01 DAVID MARKMAN 2020-08-14 DAVID MARKMAN 2020-08-14
002 2017-11-01
002 2016-11-01 DAVID MARKMAN
002 2015-11-01 DAVID MARKMAN
002 2014-11-01 DAVID MARKMAN
002 2013-11-01 DAVID MARKMAN
002 2012-11-01 DAVID MARKMAN DAVID MARKMAN 2014-08-14
002 2011-11-01 DAVID MARKMAN DAVID MARKMAN 2013-08-14
002 2010-11-01 DAVID MARKMAN DAVID MARKMAN 2012-08-14
002 2009-11-01 DAVID MARKMAN DAVID MARKMAN 2011-08-12
002 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-11-01
002	2020-11-01
002	2019-11-01
002	2018-11-01	DAVID MARKMAN	2020-08-14	DAVID MARKMAN	2020-08-14
002	2017-11-01
002	2016-11-01	DAVID MARKMAN
002	2015-11-01	DAVID MARKMAN
002	2014-11-01	DAVID MARKMAN
002	2013-11-01	DAVID MARKMAN
002	2012-11-01	DAVID MARKMAN		DAVID MARKMAN	2014-08-14
002	2011-11-01	DAVID MARKMAN		DAVID MARKMAN	2013-08-14
002	2010-11-01	DAVID MARKMAN		DAVID MARKMAN	2012-08-14
002	2009-11-01	DAVID MARKMAN		DAVID MARKMAN	2011-08-12
002	2008-11-01

Plan Statistics for DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN

Measure Date Value
2021: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-11-01 2
Number of retired or separated participants receiving benefits 2021-11-01 0
Number of other retired or separated participants entitled to future benefits 2021-11-01 0
Total of all active and inactive participants 2021-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-11-01 0
Total participants 2021-11-01 2
Number of participants with account balances 2021-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-11-01 0
2020: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-11-01 2
Number of retired or separated participants receiving benefits 2020-11-01 0
Number of other retired or separated participants entitled to future benefits 2020-11-01 0
Total of all active and inactive participants 2020-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-11-01 0
Total participants 2020-11-01 2
Number of participants with account balances 2020-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-11-01 0
2019: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-11-01 2
Number of retired or separated participants receiving benefits 2019-11-01 0
Number of other retired or separated participants entitled to future benefits 2019-11-01 0
Total of all active and inactive participants 2019-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-11-01 0
Total participants 2019-11-01 2
Number of participants with account balances 2019-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-11-01 0
2017: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 2
Number of retired or separated participants receiving benefits 2017-11-01 0
Number of other retired or separated participants entitled to future benefits 2017-11-01 0
Total of all active and inactive participants 2017-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-11-01 0
Total participants 2017-11-01 2
Number of participants with account balances 2017-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-11-01 0
2016: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 2
Number of retired or separated participants receiving benefits 2016-11-01 0
Number of other retired or separated participants entitled to future benefits 2016-11-01 0
Total of all active and inactive participants 2016-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-11-01 0
Total participants 2016-11-01 2
Number of participants with account balances 2016-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-11-01 0
2015: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 2
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 0
Total of all active and inactive participants 2015-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 0
Total participants 2015-11-01 2
Number of participants with account balances 2015-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 0
2014: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 2
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 2
Number of participants with account balances 2014-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 2
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 0
Total of all active and inactive participants 2013-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 2
Number of participants with account balances 2013-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 2
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 0
Total of all active and inactive participants 2012-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 2
Number of participants with account balances 2012-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 2
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 0
Total of all active and inactive participants 2011-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 2
Number of participants with account balances 2011-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2010: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 2
Number of retired or separated participants receiving benefits 2010-11-01 0
Number of other retired or separated participants entitled to future benefits 2010-11-01 0
Total of all active and inactive participants 2010-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-11-01 0
Total participants 2010-11-01 2
Number of participants with account balances 2010-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-11-01 0
2009: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 2
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 0
Total of all active and inactive participants 2009-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 2
Number of participants with account balances 2009-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 0

Measure	Date	Value
2021: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-11-01	2
Number of retired or separated participants receiving benefits	2021-11-01	0
Number of other retired or separated participants entitled to future benefits	2021-11-01	0
Total of all active and inactive participants	2021-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-11-01	0
Total participants	2021-11-01	2
Number of participants with account balances	2021-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-11-01	0
2020: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-11-01	2
Number of retired or separated participants receiving benefits	2020-11-01	0
Number of other retired or separated participants entitled to future benefits	2020-11-01	0
Total of all active and inactive participants	2020-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-11-01	0
Total participants	2020-11-01	2
Number of participants with account balances	2020-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-11-01	0
2019: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-11-01	2
Number of retired or separated participants receiving benefits	2019-11-01	0
Number of other retired or separated participants entitled to future benefits	2019-11-01	0
Total of all active and inactive participants	2019-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-11-01	0
Total participants	2019-11-01	2
Number of participants with account balances	2019-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-11-01	0
2017: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	2
Number of retired or separated participants receiving benefits	2017-11-01	0
Number of other retired or separated participants entitled to future benefits	2017-11-01	0
Total of all active and inactive participants	2017-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-11-01	0
Total participants	2017-11-01	2
Number of participants with account balances	2017-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-11-01	0
2016: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	2
Number of retired or separated participants receiving benefits	2016-11-01	0
Number of other retired or separated participants entitled to future benefits	2016-11-01	0
Total of all active and inactive participants	2016-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-11-01	0
Total participants	2016-11-01	2
Number of participants with account balances	2016-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-11-01	0
2015: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	2
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	0
Total of all active and inactive participants	2015-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	0
Total participants	2015-11-01	2
Number of participants with account balances	2015-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	0
2014: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	2
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	2
Number of participants with account balances	2014-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	2
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	0
Total of all active and inactive participants	2013-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	2
Number of participants with account balances	2013-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	2
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	0
Total of all active and inactive participants	2012-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	2
Number of participants with account balances	2012-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	2
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	0
Total of all active and inactive participants	2011-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	2
Number of participants with account balances	2011-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2010: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	2
Number of retired or separated participants receiving benefits	2010-11-01	0
Number of other retired or separated participants entitled to future benefits	2010-11-01	0
Total of all active and inactive participants	2010-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-11-01	0
Total participants	2010-11-01	2
Number of participants with account balances	2010-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-11-01	0
2009: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	2
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	0
Total of all active and inactive participants	2009-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	2
Number of participants with account balances	2009-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	0

Financial Data on DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-10-31	$0
Total plan liabilities at beginning of year	2022-10-31	$0
Total income from all sources	2022-10-31	$-1,038,014
Expenses. Total of all expenses incurred	2022-10-31	$276,761
Benefits paid (including direct rollovers)	2022-10-31	$199,075
Total plan assets at end of year	2022-10-31	$2,233,480
Total plan assets at beginning of year	2022-10-31	$3,548,255
Other income received	2022-10-31	$-1,038,014
Net income (gross income less expenses)	2022-10-31	$-1,314,775
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$2,233,480
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$3,548,255
Assets. Value of participant loans	2022-10-31	$129,945
Assets. Value of assets in partnership/joint-venture interests	2022-10-31	$114,377
Expenses. Administrative service providers (salaries,fees and commissions)	2022-10-31	$77,686
2021 : DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-10-31	$0
Total plan liabilities at beginning of year	2021-10-31	$0
Total income from all sources	2021-10-31	$1,042,375
Expenses. Total of all expenses incurred	2021-10-31	$342,225
Benefits paid (including direct rollovers)	2021-10-31	$239,520
Total plan assets at end of year	2021-10-31	$3,548,255
Total plan assets at beginning of year	2021-10-31	$2,848,105
Assets. Value of loans (other than to participants)	2021-10-31	$150,000
Other income received	2021-10-31	$1,042,375
Net income (gross income less expenses)	2021-10-31	$700,150
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$3,548,255
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$2,848,105
Assets. Value of assets in partnership/joint-venture interests	2021-10-31	$114,377
Expenses. Administrative service providers (salaries,fees and commissions)	2021-10-31	$102,705
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-10-31	$0
2020 : DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-10-31	$0
Total plan liabilities at beginning of year	2020-10-31	$0
Total income from all sources	2020-10-31	$-124,532
Expenses. Total of all expenses incurred	2020-10-31	$152,070
Benefits paid (including direct rollovers)	2020-10-31	$83,567
Total plan assets at end of year	2020-10-31	$2,848,105
Total plan assets at beginning of year	2020-10-31	$3,124,707
Other income received	2020-10-31	$-124,532
Net income (gross income less expenses)	2020-10-31	$-276,602
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$2,848,105
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$3,124,707
Assets. Value of participant loans	2020-10-31	$50,000
Assets. Value of assets in partnership/joint-venture interests	2020-10-31	$114,377
Expenses. Administrative service providers (salaries,fees and commissions)	2020-10-31	$68,503
2018 : DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-10-31	$0
2017 : DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-10-31	$0
Total plan liabilities at beginning of year	2017-10-31	$0
Total income from all sources	2017-10-31	$216,466
Expenses. Total of all expenses incurred	2017-10-31	$317,691
Benefits paid (including direct rollovers)	2017-10-31	$247,000
Total plan assets at end of year	2017-10-31	$3,075,985
Total plan assets at beginning of year	2017-10-31	$3,177,210
Other income received	2017-10-31	$216,466
Net income (gross income less expenses)	2017-10-31	$-101,225
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$3,075,985
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$3,177,210
Assets. Value of assets in partnership/joint-venture interests	2017-10-31	$114,377
Expenses. Administrative service providers (salaries,fees and commissions)	2017-10-31	$70,691
2016 : DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-10-31	$0
Total plan liabilities at beginning of year	2016-10-31	$0
Total income from all sources	2016-10-31	$206,340
Expenses. Total of all expenses incurred	2016-10-31	$402,625
Benefits paid (including direct rollovers)	2016-10-31	$339,265
Total plan assets at end of year	2016-10-31	$3,177,210
Total plan assets at beginning of year	2016-10-31	$3,373,495
Other income received	2016-10-31	$206,340
Net income (gross income less expenses)	2016-10-31	$-196,285
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$3,177,210
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$3,373,495
Assets. Value of assets in partnership/joint-venture interests	2016-10-31	$114,377
Expenses. Administrative service providers (salaries,fees and commissions)	2016-10-31	$63,360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-10-31	$0
2015 : DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-10-31	$0
Total plan liabilities at beginning of year	2015-10-31	$0
Total income from all sources	2015-10-31	$118,499
Expenses. Total of all expenses incurred	2015-10-31	$312,084
Benefits paid (including direct rollovers)	2015-10-31	$250,300
Total plan assets at end of year	2015-10-31	$3,373,495
Total plan assets at beginning of year	2015-10-31	$3,567,080
Other income received	2015-10-31	$118,499
Net income (gross income less expenses)	2015-10-31	$-193,585
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$3,373,495
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$3,567,080
Assets. Value of assets in partnership/joint-venture interests	2015-10-31	$114,377
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$61,784
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-10-31	$0
2014 : DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-10-31	$0
Total plan liabilities at beginning of year	2014-10-31	$0
Total income from all sources	2014-10-31	$313,205
Expenses. Total of all expenses incurred	2014-10-31	$227,959
Benefits paid (including direct rollovers)	2014-10-31	$159,301
Total plan assets at end of year	2014-10-31	$3,567,080
Total plan assets at beginning of year	2014-10-31	$3,481,834
Other income received	2014-10-31	$313,205
Net income (gross income less expenses)	2014-10-31	$85,246
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$3,567,080
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$3,481,834
Assets. Value of assets in partnership/joint-venture interests	2014-10-31	$114,377
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$68,658
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-10-31	$0
2013 : DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-10-31	$0
Total plan liabilities at beginning of year	2013-10-31	$0
Total income from all sources	2013-10-31	$532,910
Expenses. Total of all expenses incurred	2013-10-31	$170,493
Benefits paid (including direct rollovers)	2013-10-31	$136,832
Total plan assets at end of year	2013-10-31	$3,481,834
Total plan assets at beginning of year	2013-10-31	$3,119,417
Other income received	2013-10-31	$532,910
Net income (gross income less expenses)	2013-10-31	$362,417
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$3,481,834
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$3,119,417
Assets. Value of assets in partnership/joint-venture interests	2013-10-31	$114,377
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$33,661
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-31	$0
2012 : DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-10-31	$0
Total plan liabilities at beginning of year	2012-10-31	$0
Total income from all sources	2012-10-31	$294,413
Expenses. Total of all expenses incurred	2012-10-31	$187,535
Benefits paid (including direct rollovers)	2012-10-31	$162,515
Total plan assets at end of year	2012-10-31	$3,119,417
Total plan assets at beginning of year	2012-10-31	$3,012,539
Other income received	2012-10-31	$294,413
Net income (gross income less expenses)	2012-10-31	$106,878
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$3,119,417
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$3,012,539
Assets. Value of assets in partnership/joint-venture interests	2012-10-31	$114,377
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$25,020
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-10-31	$0
2011 : DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-10-31	$0
Total plan liabilities at beginning of year	2011-10-31	$0
Total income from all sources	2011-10-31	$133,545
Expenses. Total of all expenses incurred	2011-10-31	$139,227
Benefits paid (including direct rollovers)	2011-10-31	$111,916
Total plan assets at end of year	2011-10-31	$3,012,539
Total plan assets at beginning of year	2011-10-31	$3,018,221
Value of fidelity bond covering the plan	2011-10-31	$250,000
Other income received	2011-10-31	$133,545
Net income (gross income less expenses)	2011-10-31	$-5,682
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$3,012,539
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$3,018,221
Assets. Value of assets in partnership/joint-venture interests	2011-10-31	$114,377
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$27,311
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-10-31	$0
2010 : DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-10-31	$0

Form 5500 Responses for DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN

2021: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	Submission has been amended	No
2021-11-01	This submission is the final filing	No
2021-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-11-01	Plan is a collectively bargained plan	No
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement - Trust	Yes
2020: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	Submission has been amended	No
2020-11-01	This submission is the final filing	No
2020-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-11-01	Plan is a collectively bargained plan	No
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Submission has been amended	No
2019-11-01	This submission is the final filing	No
2019-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-11-01	Plan is a collectively bargained plan	No
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2017: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Submission has been amended	No
2017-11-01	This submission is the final filing	No
2017-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-11-01	Plan is a collectively bargained plan	No
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Submission has been amended	No
2016-11-01	This submission is the final filing	No
2016-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-11-01	Plan is a collectively bargained plan	No
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Submission has been amended	No
2015-11-01	This submission is the final filing	No
2015-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-11-01	Plan is a collectively bargained plan	No
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	No
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	No
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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Company Name:	DAVID A. MARKMAN, M.D., INC.
Employer identification number (EIN):	952643680
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)