401k Plan data: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN plan

MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan Name	MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN
Plan identification number	001

MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT 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.
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

MARCIA TARTER, D.D.S., P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: MARCIA TARTER, D.D.S., P.L.L.C.

Employer identification number (EIN): 208724354

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARCIA TARTER, D.D.S. 2023-10-10
001 2021-01-01 MARCIA TARTER, D.D.S. 2022-03-01
001 2020-01-01 MARCIA TARTER, D.D.S. 2021-04-29
001 2019-01-01 MARCIA TARTER, D.D.S. 2020-06-25
001 2018-01-01 MARCIA TARTER, D.D.S. 2019-04-16
001 2017-01-01 MARCIA TARTER, D.D.S. 2018-04-19
001 2016-01-01 MARCIA TARTER, D.D.S.
001 2015-01-01 MARCIA TARTER, D.D.S.
001 2014-01-01 MARCIA TARTER, D.D.S.
001 2013-01-01 MARCIA TARTER, D.D.S.
001 2012-01-01 MARCIA TARTER, D.D.S.
001 2011-01-01 MARCIA TARTER, D.D.S.
001 2009-01-01 MARCIA TARTER, D.D.S.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MARCIA TARTER, D.D.S.	2023-10-10
001	2021-01-01	MARCIA TARTER, D.D.S.	2022-03-01
001	2020-01-01	MARCIA TARTER, D.D.S.	2021-04-29
001	2019-01-01	MARCIA TARTER, D.D.S.	2020-06-25
001	2018-01-01	MARCIA TARTER, D.D.S.	2019-04-16
001	2017-01-01	MARCIA TARTER, D.D.S.	2018-04-19
001	2016-01-01	MARCIA TARTER, D.D.S.
001	2015-01-01	MARCIA TARTER, D.D.S.
001	2014-01-01	MARCIA TARTER, D.D.S.
001	2013-01-01	MARCIA TARTER, D.D.S.
001	2012-01-01	MARCIA TARTER, D.D.S.
001	2011-01-01	MARCIA TARTER, D.D.S.
001	2009-01-01	MARCIA TARTER, D.D.S.

Plan Statistics for MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN

Measure Date Value
2016: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 1
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2009: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	1
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2009: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN

Measure	Date	Value
2016 : MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$65,499
Expenses. Total of all expenses incurred	2016-12-31	$1,670
Benefits paid (including direct rollovers)	2016-12-31	$1,670
Total plan assets at end of year	2016-12-31	$412,188
Total plan assets at beginning of year	2016-12-31	$348,359
Total contributions received or receivable from participants	2016-12-31	$38,400
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$19,897
Net income (gross income less expenses)	2016-12-31	$63,829
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$412,188
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$348,359
Total contributions received or receivable from employer(s)	2016-12-31	$7,202
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$21,297
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$348,359
Total plan assets at beginning of year	2015-12-31	$327,062
Total contributions received or receivable from participants	2015-12-31	$38,400
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-23,360
Net income (gross income less expenses)	2015-12-31	$21,297
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$348,359
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$327,062
Total contributions received or receivable from employer(s)	2015-12-31	$6,257
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$69,086
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$327,062
Total plan assets at beginning of year	2014-12-31	$257,976
Total contributions received or receivable from participants	2014-12-31	$37,400
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$25,655
Net income (gross income less expenses)	2014-12-31	$69,086
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$327,062
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$257,976
Total contributions received or receivable from employer(s)	2014-12-31	$6,031
Value of certain deemed distributions of participant loans	2014-12-31	$0
2013 : MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$90,602
Expenses. Total of all expenses incurred	2013-12-31	$1,175
Benefits paid (including direct rollovers)	2013-12-31	$1,175
Total plan assets at end of year	2013-12-31	$257,976
Total plan assets at beginning of year	2013-12-31	$168,549
Total contributions received or receivable from participants	2013-12-31	$34,800
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$50,086
Net income (gross income less expenses)	2013-12-31	$89,427
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$257,976
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$168,549
Total contributions received or receivable from employer(s)	2013-12-31	$5,716
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$54,140
Total plan assets at end of year	2012-12-31	$168,549
Total plan assets at beginning of year	2012-12-31	$114,409
Total contributions received or receivable from participants	2012-12-31	$35,000
Other income received	2012-12-31	$13,363
Net income (gross income less expenses)	2012-12-31	$54,140
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$168,549
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$114,409
Total contributions received or receivable from employer(s)	2012-12-31	$5,777
2011 : MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$30,817
Expenses. Total of all expenses incurred	2011-12-31	$6,465
Benefits paid (including direct rollovers)	2011-12-31	$6,465
Total plan assets at end of year	2011-12-31	$114,409
Total plan assets at beginning of year	2011-12-31	$90,057
Total contributions received or receivable from participants	2011-12-31	$35,258
Other income received	2011-12-31	$-9,047
Net income (gross income less expenses)	2011-12-31	$24,352
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$114,409
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$90,057
Total contributions received or receivable from employer(s)	2011-12-31	$4,606
2010 : MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$51,188
Expenses. Total of all expenses incurred	2010-12-31	$236
Benefits paid (including direct rollovers)	2010-12-31	$236
Total plan assets at end of year	2010-12-31	$90,057
Total plan assets at beginning of year	2010-12-31	$39,105
Total contributions received or receivable from participants	2010-12-31	$36,295
Other income received	2010-12-31	$8,621
Net income (gross income less expenses)	2010-12-31	$50,952
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$90,057
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$39,105
Total contributions received or receivable from employer(s)	2010-12-31	$6,272

Form 5500 Responses for MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN

2016: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT 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: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT 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: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT 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
2009: MARCIA TARTER, D.D.S. EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARCIA TARTER, D.D.S., P.L.L.C.
Employer identification number (EIN):	208724354
NAIC Classification:	621210
NAIC Description:	Offices of Dentists