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ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN 401k Plan overview

Plan NameANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN
Plan identification number 001

ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

ANTHONY R. MARKIEWICZ, DDS, LTD. has sponsored the creation of one or more 401k plans.

Company Name:ANTHONY R. MARKIEWICZ, DDS, LTD.
Employer identification number (EIN):363742393
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ANTHONY MARKIEWICZ2023-06-22
0012021-01-01ANTHONY MARKIEWICZ2022-03-21
0012020-01-01ANTHONY MARKIEWICZ2021-10-07
0012019-01-01ANTHONY MARKIEWICZ2020-03-02
0012018-01-01ANTHONY MARKIEWICZ2019-02-05
0012017-01-01ANTHONY MARKIEWICZ2018-02-26
0012016-01-01ANTHONY MARKIEWICZ2017-03-03
0012015-01-01ANTHONY MARKIEWICZ2016-02-08
0012014-01-01ANTHONY MARKIEWICZ2015-08-08
0012013-01-01ANTHONY MARKIEWICZ
0012012-01-01ANTHONY MARKIEWICZ
0012011-01-01ANTHONY MARKIEWICZ
0012009-01-01ANTHONY MARKIEWICZ ANTHONY MARKIEWICZ2010-05-10
0012009-01-01ANTHONY MARKIEWICZ ANTHONY MARKIEWICZ2010-05-02

Plan Statistics for ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN

401k plan membership statisitcs for ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN

Measure Date Value
2013: ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
Number of participants with account balances2013-01-018
2012: ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
Number of participants with account balances2012-01-018
2011: ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN

Measure Date Value
2013 : ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$506,358
Expenses. Total of all expenses incurred2013-12-31$165,957
Benefits paid (including direct rollovers)2013-12-31$165,957
Total plan assets at end of year2013-12-31$2,151,650
Total plan assets at beginning of year2013-12-31$1,811,249
Value of fidelity bond covering the plan2013-12-31$1,500,000
Total contributions received or receivable from participants2013-12-31$68,266
Other income received2013-12-31$360,843
Net income (gross income less expenses)2013-12-31$340,401
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,151,650
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,811,249
Total contributions received or receivable from employer(s)2013-12-31$77,249
2012 : ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$327,233
Total plan assets at end of year2012-12-31$1,811,249
Total plan assets at beginning of year2012-12-31$1,484,016
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$62,549
Other income received2012-12-31$187,122
Net income (gross income less expenses)2012-12-31$327,233
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,811,249
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,484,016
Total contributions received or receivable from employer(s)2012-12-31$77,562
2011 : ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$81,182
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$1,484,016
Total plan assets at beginning of year2011-12-31$1,402,834
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$60,924
Other income received2011-12-31$-55,707
Net income (gross income less expenses)2011-12-31$81,182
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,484,016
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,402,834
Total contributions received or receivable from employer(s)2011-12-31$75,965
2010 : ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$230,122
Expenses. Total of all expenses incurred2010-12-31$54,568
Benefits paid (including direct rollovers)2010-12-31$40,974
Total plan assets at end of year2010-12-31$1,402,834
Total plan assets at beginning of year2010-12-31$1,227,280
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$45,750
Other income received2010-12-31$143,359
Net income (gross income less expenses)2010-12-31$175,554
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,402,834
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,227,280
Total contributions received or receivable from employer(s)2010-12-31$41,013
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$13,594
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN

2013: ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ANTHONY R. MARKIEWICZ, DDS, LTD. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number100077
Policy instance 1
Insurance contract or identification number100077
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,373
Total amount of fees paid to insurance companyUSD $922
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?7
Insurance broker namePENSYS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number100077
Policy instance 1
Insurance contract or identification number100077
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,326
Total amount of fees paid to insurance companyUSD $860
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,326
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT
Insurance broker organization code?7
Amount paid for insurance broker fees860
Insurance broker namePENSYS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number100077
Policy instance 1
Insurance contract or identification number100077
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,632
Total amount of fees paid to insurance companyUSD $3,282
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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