401k Plan data: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN plan

PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN
Plan identification number	003

PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

PAUL E. MARCUZ, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: PAUL E. MARCUZ, D.D.S., P.C.

Employer identification number (EIN): 382056959

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about PAUL E. MARCUZ, D.D.S., P.C.

Jurisdiction of Incorporation: Michigan Secretary of State

Incorporation Date: 0000-00-00

Company Identification Number: 186935

Legal Registered Office Address: E 10 MILE RD STE 300 ROSEVILLE 48066

United States of America (USA)
18223

More information about PAUL E. MARCUZ, D.D.S., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-12-01
003 2021-12-01
003 2020-12-01
003 2019-12-01
003 2018-12-01
003 2017-12-01
003 2016-12-01 PAUL E. MARCUZ, TRUSTEE PAUL E. MARCUZ, TRUSTEE 2018-07-18
003 2015-12-01 PAUL E. MARCUZ, TRUSTEE PAUL E. MARCUZ, TRUSTEE 2017-06-29
003 2014-12-01 PAUL E. MARCUZ, TRUSTEE PAUL E. MARCUZ, TRUSTEE 2016-06-14
003 2013-12-01 PAUL E. MARCUZ, TRUSTEE PAUL E. MARCUZ, TRUSTEE 2015-06-30
003 2012-12-01 PAUL E. MARCUZ, TRUSTEE PAUL E. MARCUZ, TRUSTEE 2014-07-08
003 2011-12-01 PAUL E. MARCUZ, TRUSTEE PAUL E. MARCUZ, TRUSTEE 2013-08-01
003 2009-12-01 PAUL E. MARCUZ, TRUSTEE PAUL E. MARCUZ, TRUSTEE 2011-07-28
003 2008-12-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-12-01
003	2021-12-01
003	2020-12-01
003	2019-12-01
003	2018-12-01
003	2017-12-01
003	2016-12-01	PAUL E. MARCUZ, TRUSTEE	PAUL E. MARCUZ, TRUSTEE	2018-07-18
003	2015-12-01	PAUL E. MARCUZ, TRUSTEE	PAUL E. MARCUZ, TRUSTEE	2017-06-29
003	2014-12-01	PAUL E. MARCUZ, TRUSTEE	PAUL E. MARCUZ, TRUSTEE	2016-06-14
003	2013-12-01	PAUL E. MARCUZ, TRUSTEE	PAUL E. MARCUZ, TRUSTEE	2015-06-30
003	2012-12-01	PAUL E. MARCUZ, TRUSTEE	PAUL E. MARCUZ, TRUSTEE	2014-07-08
003	2011-12-01	PAUL E. MARCUZ, TRUSTEE	PAUL E. MARCUZ, TRUSTEE	2013-08-01
003	2009-12-01	PAUL E. MARCUZ, TRUSTEE	PAUL E. MARCUZ, TRUSTEE	2011-07-28
003	2008-12-01

Plan Statistics for PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN

Measure Date Value
2022: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-12-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-12-01 6
Number of retired or separated participants receiving benefits 2022-12-01 0
Number of other retired or separated participants entitled to future benefits 2022-12-01 0
Total of all active and inactive participants 2022-12-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-12-01 0
Total participants 2022-12-01 6
Number of participants with account balances 2022-12-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-12-01 0
2021: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-12-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-12-01 6
Number of retired or separated participants receiving benefits 2021-12-01 0
Number of other retired or separated participants entitled to future benefits 2021-12-01 0
Total of all active and inactive participants 2021-12-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-12-01 0
Total participants 2021-12-01 6
Number of participants with account balances 2021-12-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-12-01 0
2020: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-12-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-12-01 6
Number of retired or separated participants receiving benefits 2020-12-01 0
Number of other retired or separated participants entitled to future benefits 2020-12-01 0
Total of all active and inactive participants 2020-12-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-12-01 0
Total participants 2020-12-01 6
Number of participants with account balances 2020-12-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-12-01 0
2019: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-12-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-12-01 6
Number of retired or separated participants receiving benefits 2019-12-01 0
Number of other retired or separated participants entitled to future benefits 2019-12-01 0
Total of all active and inactive participants 2019-12-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-12-01 0
Total participants 2019-12-01 6
Number of participants with account balances 2019-12-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-12-01 0
2018: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-12-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-12-01 6
Number of retired or separated participants receiving benefits 2018-12-01 0
Number of other retired or separated participants entitled to future benefits 2018-12-01 0
Total of all active and inactive participants 2018-12-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-12-01 0
Total participants 2018-12-01 6
Number of participants with account balances 2018-12-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-12-01 0
2017: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-12-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-12-01 6
Number of retired or separated participants receiving benefits 2017-12-01 0
Number of other retired or separated participants entitled to future benefits 2017-12-01 0
Total of all active and inactive participants 2017-12-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-12-01 0
Total participants 2017-12-01 6
Number of participants with account balances 2017-12-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-12-01 0
2016: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-12-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 6
Number of retired or separated participants receiving benefits 2016-12-01 0
Number of other retired or separated participants entitled to future benefits 2016-12-01 0
Total of all active and inactive participants 2016-12-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-12-01 0
Total participants 2016-12-01 6
Number of participants with account balances 2016-12-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-12-01 0
2015: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 6
Number of retired or separated participants receiving benefits 2015-12-01 0
Number of other retired or separated participants entitled to future benefits 2015-12-01 0
Total of all active and inactive participants 2015-12-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-01 0
Total participants 2015-12-01 6
Number of participants with account balances 2015-12-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-01 0
2014: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 6
Number of retired or separated participants receiving benefits 2014-12-01 0
Number of other retired or separated participants entitled to future benefits 2014-12-01 0
Total of all active and inactive participants 2014-12-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-01 0
Total participants 2014-12-01 6
Number of participants with account balances 2014-12-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-01 0
2013: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-12-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 6
Number of retired or separated participants receiving benefits 2013-12-01 0
Number of other retired or separated participants entitled to future benefits 2013-12-01 0
Total of all active and inactive participants 2013-12-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 0
Total participants 2013-12-01 6
Number of participants with account balances 2013-12-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-12-01 0
2012: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-12-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 6
Number of retired or separated participants receiving benefits 2012-12-01 0
Number of other retired or separated participants entitled to future benefits 2012-12-01 0
Total of all active and inactive participants 2012-12-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-01 0
Total participants 2012-12-01 6
Number of participants with account balances 2012-12-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-01 0
2011: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 7
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 0
Total of all active and inactive participants 2011-12-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 7
Number of participants with account balances 2011-12-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 0
2009: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-12-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 6
Number of retired or separated participants receiving benefits 2009-12-01 0
Number of other retired or separated participants entitled to future benefits 2009-12-01 0
Total of all active and inactive participants 2009-12-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 6
Number of participants with account balances 2009-12-01 6

Measure	Date	Value
2022: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-12-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-12-01	6
Number of retired or separated participants receiving benefits	2022-12-01	0
Number of other retired or separated participants entitled to future benefits	2022-12-01	0
Total of all active and inactive participants	2022-12-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-12-01	0
Total participants	2022-12-01	6
Number of participants with account balances	2022-12-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-12-01	0
2021: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-12-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-12-01	6
Number of retired or separated participants receiving benefits	2021-12-01	0
Number of other retired or separated participants entitled to future benefits	2021-12-01	0
Total of all active and inactive participants	2021-12-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-12-01	0
Total participants	2021-12-01	6
Number of participants with account balances	2021-12-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-12-01	0
2020: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-12-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-12-01	6
Number of retired or separated participants receiving benefits	2020-12-01	0
Number of other retired or separated participants entitled to future benefits	2020-12-01	0
Total of all active and inactive participants	2020-12-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-12-01	0
Total participants	2020-12-01	6
Number of participants with account balances	2020-12-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-12-01	0
2019: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-12-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-12-01	6
Number of retired or separated participants receiving benefits	2019-12-01	0
Number of other retired or separated participants entitled to future benefits	2019-12-01	0
Total of all active and inactive participants	2019-12-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-12-01	0
Total participants	2019-12-01	6
Number of participants with account balances	2019-12-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-12-01	0
2018: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-12-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-12-01	6
Number of retired or separated participants receiving benefits	2018-12-01	0
Number of other retired or separated participants entitled to future benefits	2018-12-01	0
Total of all active and inactive participants	2018-12-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-12-01	0
Total participants	2018-12-01	6
Number of participants with account balances	2018-12-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-12-01	0
2017: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-12-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-12-01	6
Number of retired or separated participants receiving benefits	2017-12-01	0
Number of other retired or separated participants entitled to future benefits	2017-12-01	0
Total of all active and inactive participants	2017-12-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-12-01	0
Total participants	2017-12-01	6
Number of participants with account balances	2017-12-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-12-01	0
2016: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-12-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	6
Number of retired or separated participants receiving benefits	2016-12-01	0
Number of other retired or separated participants entitled to future benefits	2016-12-01	0
Total of all active and inactive participants	2016-12-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-12-01	0
Total participants	2016-12-01	6
Number of participants with account balances	2016-12-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-12-01	0
2015: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	6
Number of retired or separated participants receiving benefits	2015-12-01	0
Number of other retired or separated participants entitled to future benefits	2015-12-01	0
Total of all active and inactive participants	2015-12-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-01	0
Total participants	2015-12-01	6
Number of participants with account balances	2015-12-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-01	0
2014: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	6
Number of retired or separated participants receiving benefits	2014-12-01	0
Number of other retired or separated participants entitled to future benefits	2014-12-01	0
Total of all active and inactive participants	2014-12-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-01	0
Total participants	2014-12-01	6
Number of participants with account balances	2014-12-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-01	0
2013: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-12-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	6
Number of retired or separated participants receiving benefits	2013-12-01	0
Number of other retired or separated participants entitled to future benefits	2013-12-01	0
Total of all active and inactive participants	2013-12-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	0
Total participants	2013-12-01	6
Number of participants with account balances	2013-12-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-12-01	0
2012: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-12-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	6
Number of retired or separated participants receiving benefits	2012-12-01	0
Number of other retired or separated participants entitled to future benefits	2012-12-01	0
Total of all active and inactive participants	2012-12-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-01	0
Total participants	2012-12-01	6
Number of participants with account balances	2012-12-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-01	0
2011: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	7
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	0
Total of all active and inactive participants	2011-12-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	7
Number of participants with account balances	2011-12-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	0
2009: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-12-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	6
Number of retired or separated participants receiving benefits	2009-12-01	0
Number of other retired or separated participants entitled to future benefits	2009-12-01	0
Total of all active and inactive participants	2009-12-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	6
Number of participants with account balances	2009-12-01	6

Financial Data on PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN

Measure	Date	Value
2023 : PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-11-30	$220,401
Total plan assets at end of year	2023-11-30	$1,922,194
Total plan assets at beginning of year	2023-11-30	$1,701,793
Value of fidelity bond covering the plan	2023-11-30	$100,000
Total contributions received or receivable from participants	2023-11-30	$26,080
Other income received	2023-11-30	$181,769
Net income (gross income less expenses)	2023-11-30	$220,401
Net plan assets at end of year (total assets less liabilities)	2023-11-30	$1,922,194
Net plan assets at beginning of year (total assets less liabilities)	2023-11-30	$1,701,793
Total contributions received or receivable from employer(s)	2023-11-30	$12,552
2022 : PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-11-30	$-331,830
Total plan assets at end of year	2022-11-30	$1,701,793
Total plan assets at beginning of year	2022-11-30	$2,033,623
Value of fidelity bond covering the plan	2022-11-30	$100,000
Total contributions received or receivable from participants	2022-11-30	$22,358
Other income received	2022-11-30	$-365,675
Net income (gross income less expenses)	2022-11-30	$-331,830
Net plan assets at end of year (total assets less liabilities)	2022-11-30	$1,701,793
Net plan assets at beginning of year (total assets less liabilities)	2022-11-30	$2,033,623
Total contributions received or receivable from employer(s)	2022-11-30	$11,487
2021 : PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-11-30	$337,096
Total plan assets at end of year	2021-11-30	$2,033,623
Total plan assets at beginning of year	2021-11-30	$1,696,527
Value of fidelity bond covering the plan	2021-11-30	$100,000
Total contributions received or receivable from participants	2021-11-30	$25,925
Other income received	2021-11-30	$298,467
Net income (gross income less expenses)	2021-11-30	$337,096
Net plan assets at end of year (total assets less liabilities)	2021-11-30	$2,033,623
Net plan assets at beginning of year (total assets less liabilities)	2021-11-30	$1,696,527
Total contributions received or receivable from employer(s)	2021-11-30	$12,704
2020 : PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-11-30	$346,410
Total plan assets at end of year	2020-11-30	$1,696,527
Total plan assets at beginning of year	2020-11-30	$1,350,117
Total contributions received or receivable from participants	2020-11-30	$25,655
Other income received	2020-11-30	$308,979
Net income (gross income less expenses)	2020-11-30	$346,410
Net plan assets at end of year (total assets less liabilities)	2020-11-30	$1,696,527
Net plan assets at beginning of year (total assets less liabilities)	2020-11-30	$1,350,117
Total contributions received or receivable from employer(s)	2020-11-30	$11,776
2019 : PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-11-30	$204,393
Total plan assets at end of year	2019-11-30	$1,350,117
Total plan assets at beginning of year	2019-11-30	$1,145,724
Value of fidelity bond covering the plan	2019-11-30	$100,000
Total contributions received or receivable from participants	2019-11-30	$26,080
Other income received	2019-11-30	$166,723
Net income (gross income less expenses)	2019-11-30	$204,393
Net plan assets at end of year (total assets less liabilities)	2019-11-30	$1,350,117
Net plan assets at beginning of year (total assets less liabilities)	2019-11-30	$1,145,724
Assets. Value of participant loans	2019-11-30	$23,556
Total contributions received or receivable from employer(s)	2019-11-30	$11,590
2017 : PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-11-30	$248,100
Total plan assets at end of year	2017-11-30	$1,114,751
Total plan assets at beginning of year	2017-11-30	$866,651
Total contributions received or receivable from participants	2017-11-30	$27,083
Other income received	2017-11-30	$209,087
Net income (gross income less expenses)	2017-11-30	$248,100
Net plan assets at end of year (total assets less liabilities)	2017-11-30	$1,114,751
Net plan assets at beginning of year (total assets less liabilities)	2017-11-30	$866,651
Assets. Value of participant loans	2017-11-30	$43,180
Total contributions received or receivable from employer(s)	2017-11-30	$11,930
2016 : PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-11-30	$68,683
Total plan assets at end of year	2016-11-30	$866,651
Total plan assets at beginning of year	2016-11-30	$797,968
Total contributions received or receivable from participants	2016-11-30	$23,311
Other income received	2016-11-30	$33,831
Net income (gross income less expenses)	2016-11-30	$68,683
Net plan assets at end of year (total assets less liabilities)	2016-11-30	$866,651
Net plan assets at beginning of year (total assets less liabilities)	2016-11-30	$797,968
Assets. Value of participant loans	2016-11-30	$56,392
Total contributions received or receivable from employer(s)	2016-11-30	$11,541
2015 : PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-11-30	$36,773
Expenses. Total of all expenses incurred	2015-11-30	$36,859
Benefits paid (including direct rollovers)	2015-11-30	$36,859
Total plan assets at end of year	2015-11-30	$797,968
Total plan assets at beginning of year	2015-11-30	$798,054
Total contributions received or receivable from participants	2015-11-30	$24,330
Other income received	2015-11-30	$1,484
Net income (gross income less expenses)	2015-11-30	$-86
Net plan assets at end of year (total assets less liabilities)	2015-11-30	$797,968
Net plan assets at beginning of year (total assets less liabilities)	2015-11-30	$798,054
Assets. Value of participant loans	2015-11-30	$20,708
Total contributions received or receivable from employer(s)	2015-11-30	$10,959
2014 : PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-11-30	$61,027
Expenses. Total of all expenses incurred	2014-11-30	$25,018
Benefits paid (including direct rollovers)	2014-11-30	$25,018
Total plan assets at end of year	2014-11-30	$798,054
Total plan assets at beginning of year	2014-11-30	$762,045
Other income received	2014-11-30	$61,027
Net income (gross income less expenses)	2014-11-30	$36,009
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$798,054
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$762,045
Assets. Value of participant loans	2014-11-30	$11,229
2013 : PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-11-30	$180,308
Expenses. Total of all expenses incurred	2013-11-30	$39,094
Benefits paid (including direct rollovers)	2013-11-30	$39,094
Total plan assets at end of year	2013-11-30	$762,045
Total plan assets at beginning of year	2013-11-30	$620,831
Value of fidelity bond covering the plan	2013-11-30	$50,000
Other income received	2013-11-30	$131,308
Net income (gross income less expenses)	2013-11-30	$141,214
Net plan assets at end of year (total assets less liabilities)	2013-11-30	$762,045
Net plan assets at beginning of year (total assets less liabilities)	2013-11-30	$620,831
Assets. Value of participant loans	2013-11-30	$30,512
Total contributions received or receivable from employer(s)	2013-11-30	$49,000
2012 : PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-11-30	$115,190
Total plan assets at end of year	2012-11-30	$620,831
Total plan assets at beginning of year	2012-11-30	$505,641
Value of fidelity bond covering the plan	2012-11-30	$50,000
Other income received	2012-11-30	$67,688
Net income (gross income less expenses)	2012-11-30	$115,190
Net plan assets at end of year (total assets less liabilities)	2012-11-30	$620,831
Net plan assets at beginning of year (total assets less liabilities)	2012-11-30	$505,641
Assets. Value of participant loans	2012-11-30	$42,502
Total contributions received or receivable from employer(s)	2012-11-30	$47,502
2011 : PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-11-30	$43,179
Total plan assets at end of year	2011-11-30	$505,641
Total plan assets at beginning of year	2011-11-30	$462,462
Value of fidelity bond covering the plan	2011-11-30	$50,000
Other income received	2011-11-30	$-6,321
Net income (gross income less expenses)	2011-11-30	$43,179
Net plan assets at end of year (total assets less liabilities)	2011-11-30	$505,641
Net plan assets at beginning of year (total assets less liabilities)	2011-11-30	$462,462
Assets. Value of participant loans	2011-11-30	$45,999
Total contributions received or receivable from employer(s)	2011-11-30	$49,500

Form 5500 Responses for PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN

2022: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-12-01	Type of plan entity	Single employer plan
2022-12-01	Plan funding arrangement – Trust	Yes
2022-12-01	Plan benefit arrangement - Trust	Yes
2021: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-12-01	Type of plan entity	Single employer plan
2021-12-01	Plan funding arrangement – Trust	Yes
2021-12-01	Plan benefit arrangement - Trust	Yes
2020: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-12-01	Type of plan entity	Single employer plan
2020-12-01	Plan funding arrangement – Trust	Yes
2020-12-01	Plan benefit arrangement - Trust	Yes
2019: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-12-01	Type of plan entity	Single employer plan
2019-12-01	Plan funding arrangement – Trust	Yes
2019-12-01	Plan benefit arrangement - Trust	Yes
2018: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-12-01	Type of plan entity	Single employer plan
2018-12-01	Plan funding arrangement – Trust	Yes
2018-12-01	Plan benefit arrangement - Trust	Yes
2017: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-12-01	Type of plan entity	Single employer plan
2017-12-01	Plan funding arrangement – Trust	Yes
2017-12-01	Plan benefit arrangement - Trust	Yes
2016: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Plan funding arrangement – Trust	Yes
2016-12-01	Plan benefit arrangement - Trust	Yes
2015: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2009: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes
2008: PAUL E. MARCUZ, D.D.S., P.C. PROFIT SHARING PLAN 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

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Company Name:	PAUL E. MARCUZ, D.D.S., P.C.
Employer identification number (EIN):	382056959
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Michigan Secretary of State
Incorporation Date:	0000-00-00
Company Identification Number:	186935
Legal Registered Office Address:	E 10 MILE RD STE 300 ROSEVILLE 48066 United States of America (USA) 18223