401k Plan data: ROBERT MARX MD, PC RETIREMENT PLAN plan

ROBERT MARX MD, PC RETIREMENT PLAN 401k Plan overview

Plan Name	ROBERT MARX MD, PC RETIREMENT PLAN
Plan identification number	001

ROBERT MARX MD, PC 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
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

ROBERT MARX, MD, PC has sponsored the creation of one or more 401k plans.

Company Name: ROBERT MARX, MD, PC

Employer identification number (EIN): 030428325

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT MARX MD, PC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ROBERT MARX 2024-10-01
001 2022-01-01 ROBERT MARX 2023-10-02
001 2021-01-01 ROBERT MARX 2022-11-08
001 2020-01-01 ROBERT MARX 2021-09-26 ROBERT MARX 2021-09-26
001 2019-01-01 ROBERT MARX 2020-09-22 ROBERT MARX 2020-09-22
001 2018-01-01 ROBERT MARX 2019-10-02 ROBERT MARX 2019-10-02
001 2017-01-01 ROBERT MARX 2018-08-18 ROBERT MARX 2018-08-18
001 2016-01-01 ROBERT MARX 2017-09-28 ROBERT MARX 2017-09-28
001 2015-01-01 ROBERT MARX 2016-08-17 ROBERT MARX 2016-08-17
001 2014-01-01 ROBERT MARX 2015-08-26 ROBERT MARX 2015-08-26
001 2013-01-01 ROBERT MARX 2014-09-11 ROBERT MARX 2014-09-11
001 2012-01-01 ROBERT MARX 2013-09-17 ROBERT MARX 2013-09-17
001 2011-01-01 ROBERT MARX 2012-07-31 ROBERT MARX 2012-07-31
001 2010-01-01 ROBERT MARX 2011-08-30 ROBERT MARX 2011-08-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ROBERT MARX	2024-10-01
001	2022-01-01	ROBERT MARX	2023-10-02
001	2021-01-01	ROBERT MARX	2022-11-08
001	2020-01-01	ROBERT MARX	2021-09-26	ROBERT MARX	2021-09-26
001	2019-01-01	ROBERT MARX	2020-09-22	ROBERT MARX	2020-09-22
001	2018-01-01	ROBERT MARX	2019-10-02	ROBERT MARX	2019-10-02
001	2017-01-01	ROBERT MARX	2018-08-18	ROBERT MARX	2018-08-18
001	2016-01-01	ROBERT MARX	2017-09-28	ROBERT MARX	2017-09-28
001	2015-01-01	ROBERT MARX	2016-08-17	ROBERT MARX	2016-08-17
001	2014-01-01	ROBERT MARX	2015-08-26	ROBERT MARX	2015-08-26
001	2013-01-01	ROBERT MARX	2014-09-11	ROBERT MARX	2014-09-11
001	2012-01-01	ROBERT MARX	2013-09-17	ROBERT MARX	2013-09-17
001	2011-01-01	ROBERT MARX	2012-07-31	ROBERT MARX	2012-07-31
001	2010-01-01	ROBERT MARX	2011-08-30	ROBERT MARX	2011-08-30

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Company Name:	ROBERT MARX, MD, PC
Employer identification number (EIN):	030428325
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)