MARK A WORFORD DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN
401k plan membership statisitcs for MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN
Measure | Date | Value |
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2021: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 3 |
Number of participants with account balances | 2020-01-01 | 3 |
2019: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 3 |
2018: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 3 |
Number of participants with account balances | 2018-01-01 | 3 |
2017: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
2016: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
2015: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
2014: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 4 |
2012: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Total participants | 2012-01-01 | 5 |
2011: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
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 | 5 |
Total participants | 2011-01-01 | 5 |
2009: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Measure | Date | Value |
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2021 : MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
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 | $183,670 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,501,672 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,501,672 |
Total plan assets at end of year | 2021-12-31 | $0 |
Total plan assets at beginning of year | 2021-12-31 | $1,318,002 |
Other income received | 2021-12-31 | $183,670 |
Net income (gross income less expenses) | 2021-12-31 | $-1,318,002 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,318,002 |
2020 : MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $97,217 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $1,318,002 |
Total plan assets at beginning of year | 2020-12-31 | $1,220,785 |
Other income received | 2020-12-31 | $97,217 |
Net income (gross income less expenses) | 2020-12-31 | $97,217 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,318,002 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,220,785 |
2019 : MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $191,984 |
Total plan assets at end of year | 2019-12-31 | $1,220,785 |
Total plan assets at beginning of year | 2019-12-31 | $1,028,801 |
Other income received | 2019-12-31 | $191,984 |
Net income (gross income less expenses) | 2019-12-31 | $191,984 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,220,785 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,028,801 |
2018 : MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-44,170 |
Expenses. Total of all expenses incurred | 2018-12-31 | $11,490 |
Benefits paid (including direct rollovers) | 2018-12-31 | $400 |
Total plan assets at end of year | 2018-12-31 | $1,028,801 |
Total plan assets at beginning of year | 2018-12-31 | $1,084,461 |
Other income received | 2018-12-31 | $-44,170 |
Net income (gross income less expenses) | 2018-12-31 | $-55,660 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,028,801 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,084,461 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $11,090 |
2017 : MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $144,017 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,232 |
Total plan assets at end of year | 2017-12-31 | $1,084,461 |
Total plan assets at beginning of year | 2017-12-31 | $941,676 |
Other income received | 2017-12-31 | $144,017 |
Net income (gross income less expenses) | 2017-12-31 | $142,785 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,084,461 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $941,676 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $3,174 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,232 |
2016 : MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $46,494 |
Expenses. Total of all expenses incurred | 2016-12-31 | $7,500 |
Benefits paid (including direct rollovers) | 2016-12-31 | $7,500 |
Total plan assets at end of year | 2016-12-31 | $941,676 |
Total plan assets at beginning of year | 2016-12-31 | $902,682 |
Other income received | 2016-12-31 | $46,494 |
Net income (gross income less expenses) | 2016-12-31 | $38,994 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $941,676 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $902,682 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $3,174 |
2015 : MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-39,999 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,251 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,251 |
Total plan assets at end of year | 2015-12-31 | $902,682 |
Total plan assets at beginning of year | 2015-12-31 | $943,932 |
Other income received | 2015-12-31 | $-39,999 |
Net income (gross income less expenses) | 2015-12-31 | $-41,250 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $902,682 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $943,932 |
2014 : MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $-884,228 |
Expenses. Total of all expenses incurred | 2014-12-31 | $125 |
Benefits paid (including direct rollovers) | 2014-12-31 | $60 |
Total plan assets at end of year | 2014-12-31 | $23,365 |
Total plan assets at beginning of year | 2014-12-31 | $907,718 |
Value of fidelity bond covering the plan | 2014-12-31 | $0 |
Total contributions received or receivable from participants | 2014-12-31 | $15,238 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $-906,903 |
Net income (gross income less expenses) | 2014-12-31 | $-884,353 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $23,365 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $907,718 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $7,437 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $65 |
2013 : MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $141,398 |
Expenses. Total of all expenses incurred | 2013-12-31 | $32,038 |
Benefits paid (including direct rollovers) | 2013-12-31 | $32,038 |
Total plan assets at end of year | 2013-12-31 | $907,718 |
Total plan assets at beginning of year | 2013-12-31 | $798,358 |
Other income received | 2013-12-31 | $141,398 |
Net income (gross income less expenses) | 2013-12-31 | $109,360 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $907,718 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $798,358 |
2012 : MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $67,966 |
Expenses. Total of all expenses incurred | 2012-12-31 | $5,041 |
Benefits paid (including direct rollovers) | 2012-12-31 | $5,041 |
Total plan assets at end of year | 2012-12-31 | $798,358 |
Total plan assets at beginning of year | 2012-12-31 | $735,433 |
Other income received | 2012-12-31 | $49,674 |
Net income (gross income less expenses) | 2012-12-31 | $62,925 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $798,358 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $735,433 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $18,292 |
2011 : MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $61,313 |
Total plan assets at end of year | 2011-12-31 | $735,433 |
Total plan assets at beginning of year | 2011-12-31 | $674,120 |
Other income received | 2011-12-31 | $41,636 |
Net income (gross income less expenses) | 2011-12-31 | $61,313 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $735,433 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $674,120 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $19,677 |
2010 : MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $99,295 |
Total plan assets at end of year | 2010-12-31 | $674,120 |
Total plan assets at beginning of year | 2010-12-31 | $574,825 |
Other income received | 2010-12-31 | $83,016 |
Net income (gross income less expenses) | 2010-12-31 | $99,295 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $674,120 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $574,825 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $16,279 |
2021: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2018 form 5500 responses |
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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: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2014 form 5500 responses |
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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: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MARK A. WORFORD SELF-EMPLOYED RETIREMENT PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |