401k Plan data: MARK E. TAYLOR, DDS, PA 401K PLAN plan

MARK E. TAYLOR, DDS, PA 401K PLAN 401k Plan overview

Plan Name	MARK E. TAYLOR, DDS, PA 401K PLAN
Plan identification number	001

MARK E. TAYLOR, DDS, PA 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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

MARK E. TAYLOR, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name: MARK E. TAYLOR, DDS, PA

Employer identification number (EIN): 562048464

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK E. TAYLOR, DDS, PA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DONNA TAYLOR 2023-03-15
001 2021-01-01 DONNA TAYLOR 2022-05-12
001 2021-01-01 DONNA TAYLOR 2022-06-22
001 2020-01-01 DONNA TAYLOR 2021-05-04
001 2019-01-01 DONNA TAYLOR 2020-04-22
001 2018-01-01 DONNA TAYLOR 2019-03-25
001 2017-01-01 DONNA TAYLOR 2018-05-31
001 2016-01-01 DONNA TAYLOR 2017-03-06
001 2015-01-01 DONNA TAYLOR 2016-02-23
001 2014-01-01 DONNA TAYLOR 2015-06-08
001 2013-01-01 DONNA TAYLOR
001 2012-01-01 DONNA TAYLOR
001 2011-01-01 DONNA TAYLOR
001 2010-01-01 DONNA TAYLOR
001 2009-01-01 DONNA TAYLOR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	DONNA TAYLOR	2023-03-15
001	2021-01-01	DONNA TAYLOR	2022-05-12
001	2021-01-01	DONNA TAYLOR	2022-06-22
001	2020-01-01	DONNA TAYLOR	2021-05-04
001	2019-01-01	DONNA TAYLOR	2020-04-22
001	2018-01-01	DONNA TAYLOR	2019-03-25
001	2017-01-01	DONNA TAYLOR	2018-05-31
001	2016-01-01	DONNA TAYLOR	2017-03-06
001	2015-01-01	DONNA TAYLOR	2016-02-23
001	2014-01-01	DONNA TAYLOR	2015-06-08
001	2013-01-01	DONNA TAYLOR
001	2012-01-01	DONNA TAYLOR
001	2011-01-01	DONNA TAYLOR
001	2010-01-01	DONNA TAYLOR
001	2009-01-01	DONNA TAYLOR

Plan Statistics for MARK E. TAYLOR, DDS, PA 401K PLAN

401k plan membership statisitcs for MARK E. TAYLOR, DDS, PA 401K PLAN

Measure Date Value
2013: MARK E. TAYLOR, DDS, PA 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MARK E. TAYLOR, DDS, PA 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: MARK E. TAYLOR, DDS, PA 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MARK E. TAYLOR, DDS, PA 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MARK E. TAYLOR, DDS, PA 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: MARK E. TAYLOR, DDS, PA 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MARK E. TAYLOR, DDS, PA 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: MARK E. TAYLOR, DDS, PA 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MARK E. TAYLOR, DDS, PA 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MARK E. TAYLOR, DDS, PA 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MARK E. TAYLOR, DDS, PA 401K PLAN

Measure	Date	Value
2013 : MARK E. TAYLOR, DDS, PA 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$176,417
Expenses. Total of all expenses incurred	2013-12-31	$15,400
Benefits paid (including direct rollovers)	2013-12-31	$15,400
Total plan assets at end of year	2013-12-31	$800,011
Total plan assets at beginning of year	2013-12-31	$638,994
Value of fidelity bond covering the plan	2013-12-31	$90,000
Total contributions received or receivable from participants	2013-12-31	$36,850
Other income received	2013-12-31	$91,707
Net income (gross income less expenses)	2013-12-31	$161,017
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$800,011
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$638,994
Total contributions received or receivable from employer(s)	2013-12-31	$47,860
2012 : MARK E. TAYLOR, DDS, PA 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$151,592
Total plan assets at end of year	2012-12-31	$638,994
Total plan assets at beginning of year	2012-12-31	$487,402
Total contributions received or receivable from participants	2012-12-31	$37,249
Other income received	2012-12-31	$63,924
Net income (gross income less expenses)	2012-12-31	$151,592
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$638,994
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$487,402
Total contributions received or receivable from employer(s)	2012-12-31	$50,419
2011 : MARK E. TAYLOR, DDS, PA 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$87,160
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$487,402
Total plan assets at beginning of year	2011-12-31	$400,242
Total contributions received or receivable from participants	2011-12-31	$37,080
Other income received	2011-12-31	$983
Net income (gross income less expenses)	2011-12-31	$87,160
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$487,402
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$400,242
Total contributions received or receivable from employer(s)	2011-12-31	$49,097
2010 : MARK E. TAYLOR, DDS, PA 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$116,141
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$400,242
Total plan assets at beginning of year	2010-12-31	$284,101
Total contributions received or receivable from participants	2010-12-31	$37,126
Other income received	2010-12-31	$24,562
Net income (gross income less expenses)	2010-12-31	$116,141
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$400,242
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$284,101
Total contributions received or receivable from employer(s)	2010-12-31	$54,453

Form 5500 Responses for MARK E. TAYLOR, DDS, PA 401K PLAN

2013: MARK E. TAYLOR, DDS, PA 401K PLAN 2013 form 5500 responses
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 E. TAYLOR, DDS, PA 401K PLAN 2012 form 5500 responses
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 E. TAYLOR, DDS, PA 401K PLAN 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MARK E. TAYLOR, DDS, PA 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MARK E. TAYLOR, DDS, PA 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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 benefit arrangement - Trust	Yes

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Company Name:	MARK E. TAYLOR, DDS, PA
Employer identification number (EIN):	562048464
NAIC Classification:	621210
NAIC Description:	Offices of Dentists