401k Plan data: MARK C ENGASSER plan

MARK C ENGASSER 401k Plan overview

Plan Name	MARK C ENGASSER
Plan identification number	002

MARK C ENGASSER Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.

401k Sponsoring company profile

MARK C ENGASSER has sponsored the creation of one or more 401k plans.

Company Name: MARK C ENGASSER

Employer identification number (EIN): 411648339

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK C ENGASSER

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MARK ENGASSER 2024-07-23 MARK ENGASSER 2024-07-23
002 2019-01-01
002 2018-01-01
002 2017-01-01 JIM BERBEE
002 2016-01-01 JIM BERBEE
002 2015-01-01 JIM BERBEE JIM BERBEE 2016-07-08
002 2014-01-01 JIM BERBEE JIM BERBEE 2015-07-08
002 2013-01-01 JIM BERBEE
002 2012-01-01 JIM BERBEE
002 2011-01-01 JIM BERBEE
002 2009-01-01 MARK ENGASSER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MARK ENGASSER	2024-07-23	MARK ENGASSER	2024-07-23
002	2019-01-01
002	2018-01-01
002	2017-01-01	JIM BERBEE
002	2016-01-01	JIM BERBEE
002	2015-01-01	JIM BERBEE		JIM BERBEE	2016-07-08
002	2014-01-01	JIM BERBEE		JIM BERBEE	2015-07-08
002	2013-01-01	JIM BERBEE
002	2012-01-01	JIM BERBEE
002	2011-01-01	JIM BERBEE
002	2009-01-01	MARK ENGASSER

Plan Statistics for MARK C ENGASSER

401k plan membership statisitcs for MARK C ENGASSER

Measure Date Value
2019: MARK C ENGASSER 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: MARK C ENGASSER 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
2017: MARK C ENGASSER 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
Number of employers contributing to the scheme 2017-01-01 0
2016: MARK C ENGASSER 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
2015: MARK C ENGASSER 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
2014: MARK C ENGASSER 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
2013: MARK C ENGASSER 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
2012: MARK C ENGASSER 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
2011: MARK C ENGASSER 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2009: MARK C ENGASSER 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 0

Measure	Date	Value
2019: MARK C ENGASSER 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: MARK C ENGASSER 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
2017: MARK C ENGASSER 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
Number of employers contributing to the scheme	2017-01-01	0
2016: MARK C ENGASSER 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
2015: MARK C ENGASSER 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
2014: MARK C ENGASSER 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
2013: MARK C ENGASSER 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
2012: MARK C ENGASSER 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
2011: MARK C ENGASSER 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2009: MARK C ENGASSER 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	0

Financial Data on MARK C ENGASSER

Measure	Date	Value
2019 : MARK C ENGASSER 2019 401k financial data
Total income from all sources	2019-12-31	$72,149
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$646,391
Total plan assets at beginning of year	2019-12-31	$574,242
Other income received	2019-12-31	$72,149
Net income (gross income less expenses)	2019-12-31	$72,149
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$646,391
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$574,242
2018 : MARK C ENGASSER 2018 401k financial data
Total income from all sources	2018-12-31	$0
Expenses. Total of all expenses incurred	2018-12-31	$129,806
Benefits paid (including direct rollovers)	2018-12-31	$100,000
Total plan assets at end of year	2018-12-31	$574,242
Total plan assets at beginning of year	2018-12-31	$704,048
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$29,806
Net income (gross income less expenses)	2018-12-31	$-129,806
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$574,242
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$704,048
2017 : MARK C ENGASSER 2017 401k financial data
Total income from all sources	2017-12-31	$126,485
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$704,048
Total plan assets at beginning of year	2017-12-31	$577,563
Other income received	2017-12-31	$112,664
Net income (gross income less expenses)	2017-12-31	$126,485
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$704,048
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$577,563
Total contributions received or receivable from employer(s)	2017-12-31	$13,821
2016 : MARK C ENGASSER 2016 401k financial data
Total income from all sources	2016-12-31	$49,573
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$577,563
Total plan assets at beginning of year	2016-12-31	$527,990
Other income received	2016-12-31	$37,056
Net income (gross income less expenses)	2016-12-31	$49,573
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$577,563
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$527,990
Total contributions received or receivable from employer(s)	2016-12-31	$12,517
2015 : MARK C ENGASSER 2015 401k financial data
Total income from all sources	2015-12-31	$15,358
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$527,990
Total plan assets at beginning of year	2015-12-31	$512,632
Other income received	2015-12-31	$1,847
Net income (gross income less expenses)	2015-12-31	$15,358
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$527,990
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$512,632
Total contributions received or receivable from employer(s)	2015-12-31	$13,511
2014 : MARK C ENGASSER 2014 401k financial data
Total income from all sources	2014-12-31	$59,799
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$512,632
Total plan assets at beginning of year	2014-12-31	$452,833
Other income received	2014-12-31	$41,157
Net income (gross income less expenses)	2014-12-31	$59,799
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$512,632
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$452,833
Total contributions received or receivable from employer(s)	2014-12-31	$18,642
2013 : MARK C ENGASSER 2013 401k financial data
Total income from all sources	2013-12-31	$82,892
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$452,833
Total plan assets at beginning of year	2013-12-31	$369,941
Other income received	2013-12-31	$67,664
Net income (gross income less expenses)	2013-12-31	$82,892
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$452,833
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$369,941
Total contributions received or receivable from employer(s)	2013-12-31	$15,228
2012 : MARK C ENGASSER 2012 401k financial data
Total income from all sources	2012-12-31	$35,614
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$369,941
Total plan assets at beginning of year	2012-12-31	$334,327
Other income received	2012-12-31	$20,026
Net income (gross income less expenses)	2012-12-31	$35,614
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$369,941
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$334,327
Total contributions received or receivable from employer(s)	2012-12-31	$15,588
2011 : MARK C ENGASSER 2011 401k financial data
Total income from all sources	2011-12-31	$20,559
Total plan assets at end of year	2011-12-31	$334,327
Total plan assets at beginning of year	2011-12-31	$313,768
Other income received	2011-12-31	$9,847
Net income (gross income less expenses)	2011-12-31	$20,559
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$334,327
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$313,768
Total contributions received or receivable from employer(s)	2011-12-31	$10,712
2010 : MARK C ENGASSER 2010 401k financial data
Total income from all sources	2010-12-31	$59,876
Total plan assets at end of year	2010-12-31	$313,768
Total plan assets at beginning of year	2010-12-31	$253,892
Other income received	2010-12-31	$45,924
Net income (gross income less expenses)	2010-12-31	$59,876
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$313,768
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$253,892
Total contributions received or receivable from employer(s)	2010-12-31	$13,952

Form 5500 Responses for MARK C ENGASSER

2019: MARK C ENGASSER 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 funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: MARK C ENGASSER 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 funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: MARK C ENGASSER 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 funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: MARK C ENGASSER 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 funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: MARK C ENGASSER 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 funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: MARK C ENGASSER 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 funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: MARK C ENGASSER 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 funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: MARK C ENGASSER 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 – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: MARK C ENGASSER 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 – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: MARK C ENGASSER 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 funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	MARK C ENGASSER
Employer identification number (EIN):	411648339
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)