401k Plan data: MARGARET MARTLEW DDS 401(K) PLAN plan

MARGARET MARTLEW DDS 401(K) PLAN 401k Plan overview

Plan Name	MARGARET MARTLEW DDS 401(K) PLAN
Plan identification number	001

MARGARET MARTLEW DDS 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

MARGARET MARTLEW has sponsored the creation of one or more 401k plans.

Company Name: MARGARET MARTLEW

Employer identification number (EIN): 383315830

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARGARET MARTLEW DDS 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 MARGARET MARTLEW 2020-06-25 MARGARET MARTLEW 2020-06-25
001 2018-01-01 MARGARET MARTLEW 2019-07-28 MARGARET MARTLEW 2019-07-28
001 2017-01-01
001 2016-01-01 MARGARET MARTLEW
001 2015-01-01 MARGARET MARTLEW
001 2014-01-01 MARGARET MARTLEW
001 2013-01-01 MARGARET MARTLEW MARGARET MARTLEW 2014-07-22

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	MARGARET MARTLEW	2020-06-25	MARGARET MARTLEW	2020-06-25
001	2018-01-01	MARGARET MARTLEW	2019-07-28	MARGARET MARTLEW	2019-07-28
001	2017-01-01
001	2016-01-01	MARGARET MARTLEW
001	2015-01-01	MARGARET MARTLEW
001	2014-01-01	MARGARET MARTLEW
001	2013-01-01	MARGARET MARTLEW		MARGARET MARTLEW	2014-07-22

Plan Statistics for MARGARET MARTLEW DDS 401(K) PLAN

401k plan membership statisitcs for MARGARET MARTLEW DDS 401(K) PLAN

Measure Date Value
2019: MARGARET MARTLEW DDS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
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 2
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MARGARET MARTLEW DDS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
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 2
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
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: MARGARET MARTLEW DDS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MARGARET MARTLEW DDS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MARGARET MARTLEW DDS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MARGARET MARTLEW DDS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MARGARET MARTLEW DDS 401(K) PLAN 2013 401k membership
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 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2019: MARGARET MARTLEW DDS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
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	2
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MARGARET MARTLEW DDS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
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	2
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
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: MARGARET MARTLEW DDS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MARGARET MARTLEW DDS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MARGARET MARTLEW DDS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MARGARET MARTLEW DDS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MARGARET MARTLEW DDS 401(K) PLAN 2013 401k membership
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	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on MARGARET MARTLEW DDS 401(K) PLAN

Measure	Date	Value
2019 : MARGARET MARTLEW DDS 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$164,674
Expenses. Total of all expenses incurred	2019-12-31	$31,377
Benefits paid (including direct rollovers)	2019-12-31	$28,289
Total plan assets at end of year	2019-12-31	$1,054,398
Total plan assets at beginning of year	2019-12-31	$921,101
Value of fidelity bond covering the plan	2019-12-31	$125,000
Total contributions received or receivable from participants	2019-12-31	$26,423
Other income received	2019-12-31	$126,912
Net income (gross income less expenses)	2019-12-31	$133,297
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,054,398
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$921,101
Total contributions received or receivable from employer(s)	2019-12-31	$11,339
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,088
2018 : MARGARET MARTLEW DDS 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-39,186
Expenses. Total of all expenses incurred	2018-12-31	$2,883
Total plan assets at end of year	2018-12-31	$921,101
Total plan assets at beginning of year	2018-12-31	$963,170
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$27,543
Other income received	2018-12-31	$-80,289
Net income (gross income less expenses)	2018-12-31	$-42,069
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$921,101
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$963,170
Total contributions received or receivable from employer(s)	2018-12-31	$13,560
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,883
2017 : MARGARET MARTLEW DDS 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$138,961
Expenses. Total of all expenses incurred	2017-12-31	$2,709
Total plan assets at end of year	2017-12-31	$963,170
Total plan assets at beginning of year	2017-12-31	$826,918
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$28,009
Other income received	2017-12-31	$96,986
Net income (gross income less expenses)	2017-12-31	$136,252
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$963,170
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$826,918
Total contributions received or receivable from employer(s)	2017-12-31	$13,966
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,709
2016 : MARGARET MARTLEW DDS 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$108,449
Expenses. Total of all expenses incurred	2016-12-31	$2,873
Benefits paid (including direct rollovers)	2016-12-31	$552
Total plan assets at end of year	2016-12-31	$826,918
Total plan assets at beginning of year	2016-12-31	$721,342
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$26,428
Other income received	2016-12-31	$70,547
Net income (gross income less expenses)	2016-12-31	$105,576
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$826,918
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$721,342
Total contributions received or receivable from employer(s)	2016-12-31	$11,474
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,321
2015 : MARGARET MARTLEW DDS 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$41,126
Expenses. Total of all expenses incurred	2015-12-31	$8,112
Benefits paid (including direct rollovers)	2015-12-31	$5,977
Total plan assets at end of year	2015-12-31	$721,342
Total plan assets at beginning of year	2015-12-31	$688,328
Value of fidelity bond covering the plan	2015-12-31	$75,000
Total contributions received or receivable from participants	2015-12-31	$50,358
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-22,003
Net income (gross income less expenses)	2015-12-31	$33,014
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$721,342
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$688,328
Total contributions received or receivable from employer(s)	2015-12-31	$12,771
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,135
2014 : MARGARET MARTLEW DDS 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$110,077
Expenses. Total of all expenses incurred	2014-12-31	$1,917
Total plan assets at end of year	2014-12-31	$688,328
Total plan assets at beginning of year	2014-12-31	$580,168
Value of fidelity bond covering the plan	2014-12-31	$75,000
Total contributions received or receivable from participants	2014-12-31	$50,233
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$46,178
Net income (gross income less expenses)	2014-12-31	$108,160
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$688,328
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$580,168
Total contributions received or receivable from employer(s)	2014-12-31	$13,666
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,917
2013 : MARGARET MARTLEW DDS 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$581,598
Expenses. Total of all expenses incurred	2013-12-31	$1,430
Total plan assets at end of year	2013-12-31	$580,168
Total plan assets at beginning of year	2013-12-31	$0
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$50,113
Contributions received from other sources (not participants or employers)	2013-12-31	$485,336
Other income received	2013-12-31	$31,565
Net income (gross income less expenses)	2013-12-31	$580,168
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$580,168
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$14,584
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,430

Form 5500 Responses for MARGARET MARTLEW DDS 401(K) PLAN

2019: MARGARET MARTLEW DDS 401(K) PLAN 2019 form 5500 responses
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: MARGARET MARTLEW DDS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MARGARET MARTLEW DDS 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: MARGARET MARTLEW DDS 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: MARGARET MARTLEW DDS 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: MARGARET MARTLEW DDS 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: MARGARET MARTLEW DDS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	MARGARET MARTLEW
Employer identification number (EIN):	383315830
NAIC Classification:	621210
NAIC Description:	Offices of Dentists