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MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING 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.
  • 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

MARKS & ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:MARKS & ASSOCIATES, P.C.
Employer identification number (EIN):205270335
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about MARKS & ASSOCIATES, P.C.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1994-07-27
Company Identification Number: 0431362
Legal Registered Office Address: 901 W. BROADWAY
P. O. BOX 27
HOPEWELL
United States of America (USA)
23860

More information about MARKS & ASSOCIATES, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01TAMMY DENISE PHILLIPS2020-07-28 TAMMY DENISE PHILLIPS2020-07-28
0012018-01-01TAMMY D. PHILLIPS2019-06-27 TAMMY D. PHILLIPS2019-06-27
0012017-01-01TAMMY D. PHILLIPS2018-12-27 TAMMY D. PHILLIPS2018-12-27
0012016-01-01TAMMY DENISE HOGAN2017-07-25
0012016-01-01TAMMY DENISE PHILLIPS2019-11-01 TAMMY DENISE PHILLIPS2019-11-01
0012015-01-01TAMMY D. HOGAN TAMMY D. HOGAN2016-06-23
0012014-01-01TAMMY HOGAN
0012013-01-01DENISE TOROSSIAN
0012012-01-01KENNETH WEINBERG2013-04-30
0012011-01-01KENNETH WEINBERG2012-06-04
0012010-01-01KENNETH WEINBERG2011-06-17

Plan Statistics for MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$14,944
Expenses. Total of all expenses incurred2015-12-31$36,044
Benefits paid (including direct rollovers)2015-12-31$36,044
Total plan assets at end of year2015-12-31$339,930
Total plan assets at beginning of year2015-12-31$361,030
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$23,891
Other income received2015-12-31$-8,947
Net income (gross income less expenses)2015-12-31$-21,100
Net plan assets at end of year (total assets less liabilities)2015-12-31$339,930
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$361,030
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$48,407
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$361,030
Total plan assets at beginning of year2014-12-31$312,623
Total contributions received or receivable from participants2014-12-31$8,981
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$18,038
Net income (gross income less expenses)2014-12-31$48,407
Net plan assets at end of year (total assets less liabilities)2014-12-31$361,030
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$312,623
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$21,388
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
2013 : MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$-170,204
Expenses. Total of all expenses incurred2013-12-31$32
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$312,623
Total plan assets at beginning of year2013-12-31$482,859
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$5,020
Expenses. Other expenses not covered elsewhere2013-12-31$32
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-175,224
Net income (gross income less expenses)2013-12-31$-170,236
Net plan assets at end of year (total assets less liabilities)2013-12-31$312,623
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$482,859
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0

Form 5500 Responses for MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

2015: MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING 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: MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING 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
2013: MARKS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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