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DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 401k Plan overview

Plan NameDR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN
Plan identification number 001

DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DR. MARK LYNN AND ASSOCIATES, PLLC has sponsored the creation of one or more 401k plans.

Company Name:DR. MARK LYNN AND ASSOCIATES, PLLC
Employer identification number (EIN):611331624
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01APRIL BETTENCOURT2023-11-15 APRIL BETTENCOURT2023-11-15
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BAMAE M CAVAZOS BAMAE M CAVAZOS2018-10-15
0012016-01-01ROBERT T COX ROBERT T COX2017-10-13
0012015-01-01ROBERT T COX ROBERT T COX2016-10-14
0012014-01-01ROBERT T COX ROBERT T COX2015-10-14
0012013-01-01RPBERT T COX2014-10-13 ROBERT T COX2014-10-13
0012012-01-01ROBERT T COX2013-10-14 ROBERT T COX2013-10-14
0012010-01-01ROBERT COX2011-07-12

Plan Statistics for DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN

401k plan membership statisitcs for DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN

Measure Date Value
2022: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01381
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01406
Total number of active participants reported on line 7a of the Form 55002021-01-01279
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01101
Total of all active and inactive participants2021-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01380
Number of participants with account balances2021-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01458
Total number of active participants reported on line 7a of the Form 55002020-01-01349
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0150
Total of all active and inactive participants2020-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01399
Number of participants with account balances2020-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01180
Total number of active participants reported on line 7a of the Form 55002019-01-01373
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01439
Number of participants with account balances2019-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01187
Total number of active participants reported on line 7a of the Form 55002018-01-01145
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01175
Number of participants with account balances2018-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01170
Total number of active participants reported on line 7a of the Form 55002017-01-01158
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01186
Number of participants with account balances2017-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01158
Total number of active participants reported on line 7a of the Form 55002016-01-01142
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01167
Number of participants with account balances2016-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01155
Total number of active participants reported on line 7a of the Form 55002015-01-01130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01157
Number of participants with account balances2015-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01127
Total number of active participants reported on line 7a of the Form 55002014-01-01131
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01155
Number of participants with account balances2014-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN

Measure Date Value
2022 : DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$85,963
Total income from all sources (including contributions)2022-12-31$-1,851,161
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$20,088,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,087,304
Expenses. Certain deemed distributions of participant loans2022-12-31$-9,170
Value of total corrective distributions2022-12-31$74,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$873,083
Value of total assets at end of year2022-12-31$693,406
Value of total assets at beginning of year2022-12-31$22,718,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$-64,526
Total interest from all sources2022-12-31$7,619
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$60,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$60,507
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$602,127
Participant contributions at end of year2022-12-31$62,507
Participant contributions at beginning of year2022-12-31$259,726
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$12,067
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$197,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$85,963
Other income not declared elsewhere2022-12-31$413
Administrative expenses (other) incurred2022-12-31$-64,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,939,211
Value of net assets at end of year (total assets less liabilities)2022-12-31$693,406
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,632,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$488,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,808,027
Value of interest in pooled separate accounts at end of year2022-12-31$12,041
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,520,619
Interest on participant loans2022-12-31$7,619
Value of interest in common/collective trusts at end of year2022-12-31$130,677
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,203,149
Net investment gain/loss from pooled separate accounts2022-12-31$-244,841
Net investment gain or loss from common/collective trusts2022-12-31$-344,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$73,689
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$118,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,087,304
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$85,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$62,490
Total income from all sources (including contributions)2021-12-31$5,121,623
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,433,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,409,352
Expenses. Certain deemed distributions of participant loans2021-12-31$-14,324
Value of total corrective distributions2021-12-31$23,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,364,024
Value of total assets at end of year2021-12-31$22,718,580
Value of total assets at beginning of year2021-12-31$22,006,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,601
Total interest from all sources2021-12-31$18,616
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$131,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$131,465
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,677,512
Participant contributions at end of year2021-12-31$259,726
Participant contributions at beginning of year2021-12-31$389,633
Participant contributions at end of year2021-12-31$12,067
Participant contributions at beginning of year2021-12-31$52,606
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$45,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$85,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$62,490
Administrative expenses (other) incurred2021-12-31$14,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$688,521
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,632,617
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,944,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,808,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,449,437
Value of interest in pooled separate accounts at end of year2021-12-31$1,520,619
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,044,640
Interest on participant loans2021-12-31$18,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$726,260
Net investment gain/loss from pooled separate accounts2021-12-31$231,879
Net investment gain or loss from common/collective trusts2021-12-31$1,649,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$640,670
Employer contributions (assets) at end of year2021-12-31$118,141
Employer contributions (assets) at beginning of year2021-12-31$70,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,409,352
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ADKF, P.C
Accountancy firm EIN2021-12-31742606559
2020 : DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$62,490
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,356,681
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,846,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,716,613
Expenses. Certain deemed distributions of participant loans2020-12-31$68
Value of total corrective distributions2020-12-31$83,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,984,914
Value of total assets at end of year2020-12-31$22,006,586
Value of total assets at beginning of year2020-12-31$21,434,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,681
Total interest from all sources2020-12-31$15,617
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$166,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$166,491
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,577,694
Participant contributions at end of year2020-12-31$389,633
Participant contributions at beginning of year2020-12-31$290,774
Participant contributions at end of year2020-12-31$52,606
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$40,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$62,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$46,563
Administrative expenses (other) incurred2020-12-31$46,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$509,844
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,944,096
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,434,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,449,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,251,283
Value of interest in pooled separate accounts at end of year2020-12-31$1,044,640
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$15,617
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$9,892,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$711,566
Net investment gain/loss from pooled separate accounts2020-12-31$134,895
Net investment gain or loss from common/collective trusts2020-12-31$296,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$366,977
Employer contributions (assets) at end of year2020-12-31$70,270
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,716,613
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ADKF, P.C
Accountancy firm EIN2020-12-31742606559
2019 : DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$3,323,050
Total transfer of assets to this plan2019-12-31$3,323,050
Total transfer of assets from this plan2019-12-31$60,872
Total transfer of assets from this plan2019-12-31$60,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,362,650
Total income from all sources (including contributions)2019-12-31$5,362,650
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$805,873
Total of all expenses incurred2019-12-31$805,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$698,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$698,082
Value of total corrective distributions2019-12-31$95,730
Value of total corrective distributions2019-12-31$95,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,779,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,779,203
Value of total assets at end of year2019-12-31$21,434,252
Value of total assets at end of year2019-12-31$21,434,252
Value of total assets at beginning of year2019-12-31$13,615,297
Value of total assets at beginning of year2019-12-31$13,615,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,061
Total interest from all sources2019-12-31$11,666
Total interest from all sources2019-12-31$11,666
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$223,313
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$223,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$223,313
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$223,313
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,285,354
Contributions received from participants2019-12-31$1,285,354
Participant contributions at end of year2019-12-31$290,774
Participant contributions at end of year2019-12-31$290,774
Participant contributions at beginning of year2019-12-31$199,379
Participant contributions at beginning of year2019-12-31$199,379
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,411
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,411
Other income not declared elsewhere2019-12-31$360
Other income not declared elsewhere2019-12-31$360
Administrative expenses (other) incurred2019-12-31$12,061
Administrative expenses (other) incurred2019-12-31$12,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,556,777
Value of net income/loss2019-12-31$4,556,777
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,434,252
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,434,252
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,615,297
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,615,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,251,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,251,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,573,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,573,484
Interest on participant loans2019-12-31$11,666
Interest on participant loans2019-12-31$11,666
Value of interest in common/collective trusts at end of year2019-12-31$9,892,195
Value of interest in common/collective trusts at end of year2019-12-31$9,892,195
Value of interest in common/collective trusts at beginning of year2019-12-31$6,842,434
Value of interest in common/collective trusts at beginning of year2019-12-31$6,842,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,439,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,439,116
Net investment gain or loss from common/collective trusts2019-12-31$1,908,992
Net investment gain or loss from common/collective trusts2019-12-31$1,908,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$476,438
Contributions received in cash from employer2019-12-31$476,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$698,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$698,082
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm name2019-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2019-12-31742606559
Accountancy firm EIN2019-12-31742606559
2018 : DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$59,451
Total transfer of assets from this plan2018-12-31$74
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$103,633
Total income from all sources (including contributions)2018-12-31$695,882
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,910,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,789,504
Value of total corrective distributions2018-12-31$109,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,485,239
Value of total assets at end of year2018-12-31$13,615,297
Value of total assets at beginning of year2018-12-31$14,874,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,777
Total interest from all sources2018-12-31$9,287
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$150,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$150,053
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,098,898
Participant contributions at end of year2018-12-31$199,379
Participant contributions at beginning of year2018-12-31$175,128
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$21,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$103,633
Other income not declared elsewhere2018-12-31$-13
Administrative expenses (other) incurred2018-12-31$11,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,214,481
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,615,297
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,770,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,573,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,112,780
Interest on participant loans2018-12-31$9,287
Value of interest in common/collective trusts at end of year2018-12-31$6,842,434
Value of interest in common/collective trusts at beginning of year2018-12-31$5,542,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-486,042
Net investment gain or loss from common/collective trusts2018-12-31$-462,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$365,244
Employer contributions (assets) at beginning of year2018-12-31$44,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,789,504
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2018-12-31742606559
2017 : DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$103,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$81,340
Total income from all sources (including contributions)2017-12-31$3,700,977
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,006,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$894,249
Expenses. Certain deemed distributions of participant loans2017-12-31$-1,406
Value of total corrective distributions2017-12-31$103,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,468,171
Value of total assets at end of year2017-12-31$14,874,034
Value of total assets at beginning of year2017-12-31$12,157,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,898
Total interest from all sources2017-12-31$7,753
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$124,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$124,881
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,047,172
Participant contributions at end of year2017-12-31$175,128
Participant contributions at beginning of year2017-12-31$170,177
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,901
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$103,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$81,340
Other income not declared elsewhere2017-12-31$-271
Administrative expenses (other) incurred2017-12-31$9,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,694,603
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,770,401
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,075,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,112,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,125,507
Interest on participant loans2017-12-31$7,753
Value of interest in common/collective trusts at end of year2017-12-31$5,542,106
Value of interest in common/collective trusts at beginning of year2017-12-31$4,820,820
Net investment gain or loss from common/collective trusts2017-12-31$807,550
Net gain/loss from 103.12 investment entities2017-12-31$1,292,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$400,098
Employer contributions (assets) at end of year2017-12-31$44,020
Employer contributions (assets) at beginning of year2017-12-31$40,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$894,249
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2017-12-31742606559
2016 : DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$81,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,325,521
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,045,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$952,833
Expenses. Certain deemed distributions of participant loans2016-12-31$1,406
Value of total corrective distributions2016-12-31$81,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,348,515
Value of total assets at end of year2016-12-31$12,157,138
Value of total assets at beginning of year2016-12-31$10,795,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,557
Total interest from all sources2016-12-31$6,347
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$108,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$108,712
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$955,346
Participant contributions at end of year2016-12-31$170,177
Participant contributions at beginning of year2016-12-31$158,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$81,339
Other income not declared elsewhere2016-12-31$-54
Administrative expenses (other) incurred2016-12-31$9,557
Total non interest bearing cash at beginning of year2016-12-31$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,280,386
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,075,799
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,795,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,125,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,461,292
Interest on participant loans2016-12-31$6,347
Value of interest in common/collective trusts at end of year2016-12-31$4,820,820
Value of interest in common/collective trusts at beginning of year2016-12-31$4,175,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$200,758
Net investment gain or loss from common/collective trusts2016-12-31$661,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$393,169
Employer contributions (assets) at end of year2016-12-31$40,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$952,833
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2016-12-31742606559
2015 : DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,206,592
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,081,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,072,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,184,560
Value of total assets at end of year2015-12-31$10,795,413
Value of total assets at beginning of year2015-12-31$10,670,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,369
Total interest from all sources2015-12-31$6,965
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$103,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$103,968
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$883,834
Participant contributions at end of year2015-12-31$158,576
Participant contributions at beginning of year2015-12-31$141,997
Administrative expenses (other) incurred2015-12-31$9,369
Total non interest bearing cash at end of year2015-12-31$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$124,972
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,795,413
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,670,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,461,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,447,808
Interest on participant loans2015-12-31$6,965
Value of interest in common/collective trusts at end of year2015-12-31$4,175,512
Value of interest in common/collective trusts at beginning of year2015-12-31$4,080,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-53,402
Net investment gain or loss from common/collective trusts2015-12-31$-35,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$300,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,072,251
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2015-12-31742606559
2014 : DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,810,290
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$863,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$851,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,076,865
Value of total assets at end of year2014-12-31$10,670,441
Value of total assets at beginning of year2014-12-31$9,724,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,900
Total interest from all sources2014-12-31$5,623
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$381,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$381,632
Administrative expenses professional fees incurred2014-12-31$12,900
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$784,816
Participant contributions at end of year2014-12-31$141,997
Participant contributions at beginning of year2014-12-31$144,933
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$29,491
Other income not declared elsewhere2014-12-31$124
Total non interest bearing cash at beginning of year2014-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$946,369
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,670,441
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,724,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,447,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,115,025
Interest on participant loans2014-12-31$5,623
Value of interest in common/collective trusts at end of year2014-12-31$4,080,636
Value of interest in common/collective trusts at beginning of year2014-12-31$3,464,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,457
Net investment gain or loss from common/collective trusts2014-12-31$343,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$262,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$851,021
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2014-12-31742606559

Form 5500 Responses for DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN

2022: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DR. MARK LYNN AND ASSOCIATES, PLLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075665
Policy instance 1
Insurance contract or identification number075665
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075665
Policy instance 1
Insurance contract or identification number075665
Number of Individuals Covered380
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075665
Policy instance 1
Insurance contract or identification number075665
Number of Individuals Covered399
Insurance policy start date2021-11-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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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