401k Plan data: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN plan

MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN
Plan identification number	001

MARK H. CACERES, DMD, LLC PROFIT SHARING 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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

MARK H. CACERES, DMD has sponsored the creation of one or more 401k plans.

Company Name: MARK H. CACERES, DMD

Employer identification number (EIN): 582116079

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 R. F. WILLEFORD, CPA 2023-05-25
001 2021-01-01 R. F. WILLEFORD, CPA 2022-07-24
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 RAYMOND WILLEFORD
001 2016-01-01 MARK H. CACERES
001 2015-01-01 MARK H. CACERES
001 2014-01-01 MARK H. CACERES, DMD
001 2013-01-01 MARK H. CACERES
001 2012-01-01 SUSAN MULLER FOR MARK H. CACERES
001 2011-01-01 SUSAN MULLER FOR MARK H CACERES
001 2009-01-01 MARK H CACERES

Plan Statistics for MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN

Measure Date Value
2019: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Total of all active and inactive participants 2019-01-01 8
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
2018: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Total of all active and inactive participants 2018-01-01 8
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
2017: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Total of all active and inactive participants 2017-01-01 7
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
2016: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Total of all active and inactive participants 2016-01-01 8
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Total of all active and inactive participants 2015-01-01 9
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
2014: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 8
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
2013: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Total of all active and inactive participants 2013-01-01 10
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 13
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Total of all active and inactive participants 2011-01-01 12
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
2009: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 9
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2019: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Total of all active and inactive participants	2019-01-01	8
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
2018: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Total of all active and inactive participants	2018-01-01	8
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
2017: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Total of all active and inactive participants	2017-01-01	7
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
2016: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Total of all active and inactive participants	2016-01-01	8
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Total of all active and inactive participants	2015-01-01	9
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
2014: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	8
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
2013: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Total of all active and inactive participants	2013-01-01	10
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	13
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Total of all active and inactive participants	2011-01-01	12
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
2009: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	9
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9

Financial Data on MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN

Measure	Date	Value
2019 : MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$540,370
Total plan assets at end of year	2019-12-31	$1,897,358
Total plan assets at beginning of year	2019-12-31	$1,356,988
Total contributions received or receivable from participants	2019-12-31	$46,382
Other income received	2019-12-31	$448,639
Net income (gross income less expenses)	2019-12-31	$540,370
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,897,358
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,356,988
Total contributions received or receivable from employer(s)	2019-12-31	$45,349
2018 : MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$31,296
Expenses. Total of all expenses incurred	2018-12-31	$24,225
Benefits paid (including direct rollovers)	2018-12-31	$24,225
Total plan assets at end of year	2018-12-31	$1,356,988
Total plan assets at beginning of year	2018-12-31	$1,349,917
Total contributions received or receivable from participants	2018-12-31	$45,989
Other income received	2018-12-31	$-38,531
Net income (gross income less expenses)	2018-12-31	$7,071
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,356,988
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,349,917
Total contributions received or receivable from employer(s)	2018-12-31	$23,838
2017 : MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$308,509
Expenses. Total of all expenses incurred	2017-12-31	$124,041
Benefits paid (including direct rollovers)	2017-12-31	$124,041
Total plan assets at end of year	2017-12-31	$1,349,917
Total plan assets at beginning of year	2017-12-31	$1,165,449
Total contributions received or receivable from participants	2017-12-31	$39,428
Other income received	2017-12-31	$265,744
Net income (gross income less expenses)	2017-12-31	$184,468
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,349,917
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,165,449
Total contributions received or receivable from employer(s)	2017-12-31	$3,337
2016 : MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$170,552
Expenses. Total of all expenses incurred	2016-12-31	$959
Benefits paid (including direct rollovers)	2016-12-31	$959
Total plan assets at end of year	2016-12-31	$1,165,449
Total plan assets at beginning of year	2016-12-31	$995,856
Total contributions received or receivable from participants	2016-12-31	$46,830
Other income received	2016-12-31	$108,649
Net income (gross income less expenses)	2016-12-31	$169,593
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,165,449
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$995,856
Total contributions received or receivable from employer(s)	2016-12-31	$15,073
2015 : MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$43,242
Expenses. Total of all expenses incurred	2015-12-31	$524
Benefits paid (including direct rollovers)	2015-12-31	$524
Total plan assets at end of year	2015-12-31	$995,856
Total plan assets at beginning of year	2015-12-31	$953,138
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$52,336
Other income received	2015-12-31	$-22,455
Net income (gross income less expenses)	2015-12-31	$42,718
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$995,856
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$953,138
Total contributions received or receivable from employer(s)	2015-12-31	$13,361
2014 : MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$82,660
Expenses. Total of all expenses incurred	2014-12-31	$84,013
Benefits paid (including direct rollovers)	2014-12-31	$84,013
Total plan assets at end of year	2014-12-31	$953,138
Total plan assets at beginning of year	2014-12-31	$954,491
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$26,411
Other income received	2014-12-31	$56,249
Net income (gross income less expenses)	2014-12-31	$-1,353
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$953,138
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$954,491
2013 : MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$308,833
Expenses. Total of all expenses incurred	2013-12-31	$22,093
Benefits paid (including direct rollovers)	2013-12-31	$22,093
Total plan assets at end of year	2013-12-31	$954,491
Total plan assets at beginning of year	2013-12-31	$667,751
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$25,109
Other income received	2013-12-31	$273,129
Net income (gross income less expenses)	2013-12-31	$286,740
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$954,491
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$667,751
Total contributions received or receivable from employer(s)	2013-12-31	$10,595
2012 : MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$124,814
Total plan assets at end of year	2012-12-31	$667,751
Total plan assets at beginning of year	2012-12-31	$542,937
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$28,668
Other income received	2012-12-31	$78,146
Net income (gross income less expenses)	2012-12-31	$124,814
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$667,751
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$542,937
Total contributions received or receivable from employer(s)	2012-12-31	$18,000
2011 : MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$56,059
Expenses. Total of all expenses incurred	2011-12-31	$16,490
Benefits paid (including direct rollovers)	2011-12-31	$16,490
Total plan assets at end of year	2011-12-31	$542,937
Total plan assets at beginning of year	2011-12-31	$503,368
Value of fidelity bond covering the plan	2011-12-31	$51,000
Total contributions received or receivable from participants	2011-12-31	$19,022
Other income received	2011-12-31	$-6,690
Net income (gross income less expenses)	2011-12-31	$39,569
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$542,937
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$503,368
Total contributions received or receivable from employer(s)	2011-12-31	$43,727
2010 : MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$142,589
Expenses. Total of all expenses incurred	2010-12-31	$760
Benefits paid (including direct rollovers)	2010-12-31	$760
Total plan assets at end of year	2010-12-31	$503,368
Total plan assets at beginning of year	2010-12-31	$361,539
Value of fidelity bond covering the plan	2010-12-31	$37,000
Total contributions received or receivable from participants	2010-12-31	$18,558
Other income received	2010-12-31	$81,821
Net income (gross income less expenses)	2010-12-31	$141,829
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$503,368
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$361,539
Total contributions received or receivable from employer(s)	2010-12-31	$42,210

Form 5500 Responses for MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN

2019: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MARK H. CACERES, DMD, LLC PROFIT SHARING 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 H. CACERES, DMD, LLC PROFIT SHARING 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 H. CACERES, DMD, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MARK H. CACERES, DMD, LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARK H. CACERES, DMD
Employer identification number (EIN):	582116079
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	R. F. WILLEFORD, CPA	2023-05-25
001	2021-01-01	R. F. WILLEFORD, CPA	2022-07-24
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	RAYMOND WILLEFORD
001	2016-01-01	MARK H. CACERES
001	2015-01-01	MARK H. CACERES
001	2014-01-01	MARK H. CACERES, DMD
001	2013-01-01	MARK H. CACERES
001	2012-01-01	SUSAN MULLER FOR MARK H. CACERES
001	2011-01-01	SUSAN MULLER FOR MARK H CACERES
001	2009-01-01	MARK H CACERES