401k Plan data: J. MARK FOLKS, DDS, PC 401(K) PLAN plan

J. MARK FOLKS, DDS, PC 401(K) PLAN 401k Plan overview

Plan Name	J. MARK FOLKS, DDS, PC 401(K) PLAN
Plan identification number	001

J. MARK FOLKS, DDS, PC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

J. MARK FOLKS, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: J. MARK FOLKS, DDS, PC

Employer identification number (EIN): 202048662

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. MARK FOLKS, DDS, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARK FOLKS
001 2016-01-01 MARK FOLKS
001 2015-01-01 MARK FOLKS
001 2014-01-01 MARK FOLKS
001 2013-01-01 MARK FOLKS
001 2012-01-01 MARK FOLKS
001 2011-01-01 MARK FOLKS
001 2009-01-01 J. MARK FOLKS, DDS J. MARK FOLKS, DDS 2010-10-01

Plan Statistics for J. MARK FOLKS, DDS, PC 401(K) PLAN

401k plan membership statisitcs for J. MARK FOLKS, DDS, PC 401(K) PLAN

Measure Date Value
2023: J. MARK FOLKS, DDS, PC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 17
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 18
Number of participants with account balances 2023-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: J. MARK FOLKS, DDS, PC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 18
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 20
Number of participants with account balances 2022-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: J. MARK FOLKS, DDS, PC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 17
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 18
Number of participants with account balances 2021-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: J. MARK FOLKS, DDS, PC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 18
Number of participants with account balances 2020-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: J. MARK FOLKS, DDS, PC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 17
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 17
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: J. MARK FOLKS, DDS, PC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: J. MARK FOLKS, DDS, PC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: J. MARK FOLKS, DDS, PC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 3
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 15
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: J. MARK FOLKS, DDS, PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of retired or separated participants receiving benefits 2015-01-01 2
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 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: J. MARK FOLKS, DDS, PC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: J. MARK FOLKS, DDS, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 1
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: J. MARK FOLKS, DDS, PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
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 2
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: J. MARK FOLKS, DDS, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: J. MARK FOLKS, DDS, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 2
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: J. MARK FOLKS, DDS, PC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	17
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	18
Number of participants with account balances	2023-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: J. MARK FOLKS, DDS, PC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	18
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	20
Number of participants with account balances	2022-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: J. MARK FOLKS, DDS, PC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	17
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	18
Number of participants with account balances	2021-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: J. MARK FOLKS, DDS, PC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	18
Number of participants with account balances	2020-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: J. MARK FOLKS, DDS, PC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	17
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	17
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: J. MARK FOLKS, DDS, PC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: J. MARK FOLKS, DDS, PC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: J. MARK FOLKS, DDS, PC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	3
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	15
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: J. MARK FOLKS, DDS, PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of retired or separated participants receiving benefits	2015-01-01	2
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	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: J. MARK FOLKS, DDS, PC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: J. MARK FOLKS, DDS, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	1
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: J. MARK FOLKS, DDS, PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
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	2
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: J. MARK FOLKS, DDS, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: J. MARK FOLKS, DDS, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	2
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on J. MARK FOLKS, DDS, PC 401(K) PLAN

Measure	Date	Value
2023 : J. MARK FOLKS, DDS, PC 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$298,954
Expenses. Total of all expenses incurred	2023-12-31	$14,701
Benefits paid (including direct rollovers)	2023-12-31	$2,432
Total plan assets at end of year	2023-12-31	$1,697,736
Total plan assets at beginning of year	2023-12-31	$1,413,483
Value of fidelity bond covering the plan	2023-12-31	$425,000
Total contributions received or receivable from participants	2023-12-31	$92,669
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$171,325
Net income (gross income less expenses)	2023-12-31	$284,253
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,697,736
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,413,483
Assets. Value of participant loans	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$402,600
Total contributions received or receivable from employer(s)	2023-12-31	$34,960
Value of certain deemed distributions of participant loans	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$12,269
2022 : J. MARK FOLKS, DDS, PC 401(K) PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$55,722
Expenses. Total of all expenses incurred	2022-12-31	$10,885
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$1,413,483
Total plan assets at beginning of year	2022-12-31	$1,368,646
Value of fidelity bond covering the plan	2022-12-31	$425,000
Total contributions received or receivable from participants	2022-12-31	$77,199
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-50,146
Net income (gross income less expenses)	2022-12-31	$44,837
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,413,483
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,368,646
Assets. Value of participant loans	2022-12-31	$6,529
Assets. Value of real-estate (other than employer real property)	2022-12-31	$402,600
Total contributions received or receivable from employer(s)	2022-12-31	$28,669
Value of certain deemed distributions of participant loans	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$10,885
2021 : J. MARK FOLKS, DDS, PC 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$253,050
Expenses. Total of all expenses incurred	2021-12-31	$12,556
Benefits paid (including direct rollovers)	2021-12-31	$2,710
Total plan assets at end of year	2021-12-31	$1,368,338
Total plan assets at beginning of year	2021-12-31	$1,127,844
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$72,218
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$146,679
Net income (gross income less expenses)	2021-12-31	$240,494
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,368,338
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,127,844
Assets. Value of participant loans	2021-12-31	$11,392
Assets. Value of real-estate (other than employer real property)	2021-12-31	$402,600
Total contributions received or receivable from employer(s)	2021-12-31	$34,153
Value of certain deemed distributions of participant loans	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$9,846
2020 : J. MARK FOLKS, DDS, PC 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$201,536
Expenses. Total of all expenses incurred	2020-12-31	$1,303
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,127,844
Total plan assets at beginning of year	2020-12-31	$927,611
Value of fidelity bond covering the plan	2020-12-31	$450,000
Total contributions received or receivable from participants	2020-12-31	$66,030
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$106,367
Net income (gross income less expenses)	2020-12-31	$200,233
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,127,844
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$927,611
Assets. Value of participant loans	2020-12-31	$17,466
Assets. Value of real-estate (other than employer real property)	2020-12-31	$402,600
Total contributions received or receivable from employer(s)	2020-12-31	$29,139
Value of certain deemed distributions of participant loans	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,303
2019 : J. MARK FOLKS, DDS, PC 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$168,073
Expenses. Total of all expenses incurred	2019-12-31	$6,685
Total plan assets at end of year	2019-12-31	$927,611
Total plan assets at beginning of year	2019-12-31	$766,223
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$62,484
Other income received	2019-12-31	$78,940
Net income (gross income less expenses)	2019-12-31	$161,388
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$927,611
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$766,223
Assets. Value of participant loans	2019-12-31	$24,842
Assets. Value of real-estate (other than employer real property)	2019-12-31	$410,947
Total contributions received or receivable from employer(s)	2019-12-31	$26,649
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,685
2018 : J. MARK FOLKS, DDS, PC 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$16,714
Expenses. Total of all expenses incurred	2018-12-31	$6,641
Benefits paid (including direct rollovers)	2018-12-31	$535
Total plan assets at end of year	2018-12-31	$766,223
Total plan assets at beginning of year	2018-12-31	$756,150
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$45,449
Assets. Value of loans (other than to participants)	2018-12-31	$0
Other income received	2018-12-31	$-43,499
Net income (gross income less expenses)	2018-12-31	$10,073
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$766,223
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$756,150
Total contributions received or receivable from employer(s)	2018-12-31	$14,764
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$6,106
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : J. MARK FOLKS, DDS, PC 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$135,722
Expenses. Total of all expenses incurred	2017-12-31	$21,109
Benefits paid (including direct rollovers)	2017-12-31	$15,678
Total plan assets at end of year	2017-12-31	$756,150
Total plan assets at beginning of year	2017-12-31	$641,537
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$38,869
Assets. Value of loans (other than to participants)	2017-12-31	$49,575
Other income received	2017-12-31	$84,083
Net income (gross income less expenses)	2017-12-31	$114,613
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$756,150
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$641,537
Total contributions received or receivable from employer(s)	2017-12-31	$12,770
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5,431
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : J. MARK FOLKS, DDS, PC 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$102,105
Expenses. Total of all expenses incurred	2016-12-31	$80,381
Benefits paid (including direct rollovers)	2016-12-31	$75,737
Total plan assets at end of year	2016-12-31	$641,537
Total plan assets at beginning of year	2016-12-31	$619,813
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$40,785
Assets. Value of loans (other than to participants)	2016-12-31	$49,890
Other income received	2016-12-31	$46,477
Net income (gross income less expenses)	2016-12-31	$21,724
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$641,537
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$619,813
Total contributions received or receivable from employer(s)	2016-12-31	$14,843
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,644
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : J. MARK FOLKS, DDS, PC 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$35,564
Expenses. Total of all expenses incurred	2015-12-31	$72,937
Benefits paid (including direct rollovers)	2015-12-31	$67,044
Total plan assets at end of year	2015-12-31	$619,813
Total plan assets at beginning of year	2015-12-31	$657,186
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$42,816
Other income received	2015-12-31	$-24,243
Net income (gross income less expenses)	2015-12-31	$-37,373
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$619,813
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$657,186
Assets. Value of participant loans	2015-12-31	$9,949
Total contributions received or receivable from employer(s)	2015-12-31	$16,991
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,893
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : J. MARK FOLKS, DDS, PC 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total income from all sources	2014-12-31	$77,398
Expenses. Total of all expenses incurred	2014-12-31	$14,780
Benefits paid (including direct rollovers)	2014-12-31	$10,062
Total plan assets at end of year	2014-12-31	$657,186
Total plan assets at beginning of year	2014-12-31	$594,568
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$42,746
Other income received	2014-12-31	$17,297
Net income (gross income less expenses)	2014-12-31	$62,618
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$657,186
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$594,568
Assets. Value of participant loans	2014-12-31	$28,542
Total contributions received or receivable from employer(s)	2014-12-31	$17,355
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,718
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : J. MARK FOLKS, DDS, PC 401(K) PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$92,165
Expenses. Total of all expenses incurred	2013-12-31	$32,874
Benefits paid (including direct rollovers)	2013-12-31	$28,386
Total plan assets at end of year	2013-12-31	$594,568
Total plan assets at beginning of year	2013-12-31	$535,277
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$42,088
Expenses. Other expenses not covered elsewhere	2013-12-31	$4,488
Other income received	2013-12-31	$33,143
Net income (gross income less expenses)	2013-12-31	$59,291
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$594,568
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$535,277
Assets. Value of participant loans	2013-12-31	$52,367
Total contributions received or receivable from employer(s)	2013-12-31	$16,934
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : J. MARK FOLKS, DDS, PC 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$99,668
Expenses. Total of all expenses incurred	2012-12-31	$4,845
Total plan assets at end of year	2012-12-31	$535,277
Total plan assets at beginning of year	2012-12-31	$440,454
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$43,199
Other income received	2012-12-31	$37,572
Net income (gross income less expenses)	2012-12-31	$94,823
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$535,277
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$440,454
Assets. Value of participant loans	2012-12-31	$80,970
Total contributions received or receivable from employer(s)	2012-12-31	$18,897
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,845
2011 : J. MARK FOLKS, DDS, PC 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$62,301
Expenses. Total of all expenses incurred	2011-12-31	$586
Benefits paid (including direct rollovers)	2011-12-31	$586
Total plan assets at end of year	2011-12-31	$440,454
Total plan assets at beginning of year	2011-12-31	$378,739
Total contributions received or receivable from participants	2011-12-31	$42,764
Other income received	2011-12-31	$1,712
Net income (gross income less expenses)	2011-12-31	$61,715
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$440,454
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$378,739
Assets. Value of participant loans	2011-12-31	$86,842
Total contributions received or receivable from employer(s)	2011-12-31	$17,825
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : J. MARK FOLKS, DDS, PC 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$81,914
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$378,739
Total plan assets at beginning of year	2010-12-31	$296,825
Total contributions received or receivable from participants	2010-12-31	$42,425
Other income received	2010-12-31	$22,131
Net income (gross income less expenses)	2010-12-31	$81,914
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$378,739
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$296,825
Assets. Value of participant loans	2010-12-31	$100,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$9,425
Total contributions received or receivable from employer(s)	2010-12-31	$17,358
2009 : J. MARK FOLKS, DDS, PC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for J. MARK FOLKS, DDS, PC 401(K) PLAN

2023: J. MARK FOLKS, DDS, PC 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: J. MARK FOLKS, DDS, PC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: J. MARK FOLKS, DDS, PC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: J. MARK FOLKS, DDS, PC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: J. MARK FOLKS, DDS, PC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: J. MARK FOLKS, DDS, PC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: J. MARK FOLKS, DDS, PC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: J. MARK FOLKS, DDS, PC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: J. MARK FOLKS, DDS, PC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: J. MARK FOLKS, DDS, PC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: J. MARK FOLKS, DDS, PC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: J. MARK FOLKS, DDS, PC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: J. MARK FOLKS, DDS, PC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: J. MARK FOLKS, DDS, PC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J. MARK FOLKS, DDS, PC
Employer identification number (EIN):	202048662
NAIC Classification:	621210
NAIC Description:	Offices of Dentists