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DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

DAVID P. MARION, DDS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVID P. MARION, DDS, P.C.
Employer identification number (EIN):582351058
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about DAVID P. MARION, DDS, P.C.

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 1997-10-22
Company Identification Number: 1041436

More information about DAVID P. MARION, DDS, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID P. MARION, DDS2024-10-15
0012022-01-01DAVID P. MARION, DDS2023-10-09
0012021-01-01DAVID P. MARION, DDS2022-10-14
0012020-01-01DAVID P. MARION, DDS2021-10-07
0012019-01-01DAVID P. MARION, DDS2020-10-12
0012018-01-01DAVID P. MARION, DDS2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01DAVID P. MARION, DDS
0012014-01-01DAVID P. MARION, DDS
0012013-01-01DAVID P. MARION, DDS
0012012-01-01DAVID P. MARION, DDS
0012011-01-01DAVID P. MARION, DDS
0012010-01-01DAVID P. MARION, DDS
0012009-01-01DAVID P. MARION, DDS

Plan Statistics for DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-016
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-016
Number of participants with account balances2023-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$1,034
Total plan liabilities at beginning of year2023-12-31$949
Total income from all sources2023-12-31$87,993
Expenses. Total of all expenses incurred2023-12-31$3,937
Total plan assets at end of year2023-12-31$573,984
Total plan assets at beginning of year2023-12-31$489,843
Value of fidelity bond covering the plan2023-12-31$200,000
Assets. Value of tangible personal property2023-12-31$76,943
Total contributions received or receivable from participants2023-12-31$36,928
Other income received2023-12-31$42,061
Net income (gross income less expenses)2023-12-31$84,056
Net plan assets at end of year (total assets less liabilities)2023-12-31$572,950
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$488,894
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$36,748
Total contributions received or receivable from employer(s)2023-12-31$9,004
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$3,937
2022 : DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$949
Total plan liabilities at beginning of year2022-12-31$951
Total income from all sources2022-12-31$-1,091
Expenses. Total of all expenses incurred2022-12-31$3,723
Total plan assets at end of year2022-12-31$489,843
Total plan assets at beginning of year2022-12-31$494,659
Value of fidelity bond covering the plan2022-12-31$200,000
Assets. Value of tangible personal property2022-12-31$72,418
Total contributions received or receivable from participants2022-12-31$30,583
Other income received2022-12-31$-40,150
Net income (gross income less expenses)2022-12-31$-4,814
Net plan assets at end of year (total assets less liabilities)2022-12-31$488,894
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$493,708
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$4,537
Total contributions received or receivable from employer(s)2022-12-31$8,476
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,723
2021 : DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$951
Total plan liabilities at beginning of year2021-12-31$838
Total income from all sources2021-12-31$57,553
Expenses. Total of all expenses incurred2021-12-31$67,366
Benefits paid (including direct rollovers)2021-12-31$63,475
Total plan assets at end of year2021-12-31$494,659
Total plan assets at beginning of year2021-12-31$504,359
Value of fidelity bond covering the plan2021-12-31$200,000
Assets. Value of tangible personal property2021-12-31$69,604
Total contributions received or receivable from participants2021-12-31$27,409
Other income received2021-12-31$22,547
Net income (gross income less expenses)2021-12-31$-9,813
Net plan assets at end of year (total assets less liabilities)2021-12-31$493,708
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$503,521
Assets. Value of participant loans2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$7,597
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,891
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$838
Total plan liabilities at beginning of year2020-12-31$771
Total income from all sources2020-12-31$108,923
Expenses. Total of all expenses incurred2020-12-31$3,070
Total plan assets at end of year2020-12-31$504,359
Total plan assets at beginning of year2020-12-31$398,439
Value of fidelity bond covering the plan2020-12-31$200,000
Assets. Value of tangible personal property2020-12-31$77,323
Total contributions received or receivable from participants2020-12-31$29,538
Other income received2020-12-31$51,095
Net income (gross income less expenses)2020-12-31$105,853
Net plan assets at end of year (total assets less liabilities)2020-12-31$503,521
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$397,668
Assets. Value of participant loans2020-12-31$12,500
Total contributions received or receivable from employer(s)2020-12-31$28,290
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,070
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$771
Total plan liabilities at beginning of year2019-12-31$414
Total income from all sources2019-12-31$75,747
Expenses. Total of all expenses incurred2019-12-31$2,907
Total plan assets at end of year2019-12-31$398,439
Total plan assets at beginning of year2019-12-31$325,242
Value of fidelity bond covering the plan2019-12-31$200,000
Assets. Value of tangible personal property2019-12-31$57,135
Total contributions received or receivable from participants2019-12-31$24,986
Other income received2019-12-31$42,254
Net income (gross income less expenses)2019-12-31$72,840
Net plan assets at end of year (total assets less liabilities)2019-12-31$397,668
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$324,828
Assets. Value of participant loans2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$8,507
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,907
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$2,033
Total plan liabilities at beginning of year2018-12-31$441
Total income from all sources2018-12-31$29,331
Expenses. Total of all expenses incurred2018-12-31$23,177
Benefits paid (including direct rollovers)2018-12-31$21,455
Total plan assets at end of year2018-12-31$325,242
Total plan assets at beginning of year2018-12-31$317,496
Value of fidelity bond covering the plan2018-12-31$200,000
Assets. Value of tangible personal property2018-12-31$48,711
Total contributions received or receivable from participants2018-12-31$24,500
Other income received2018-12-31$-2,344
Net income (gross income less expenses)2018-12-31$6,154
Net plan assets at end of year (total assets less liabilities)2018-12-31$323,209
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$317,055
Assets. Value of participant loans2018-12-31$3,646
Total contributions received or receivable from employer(s)2018-12-31$7,175
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,722
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$441
Total plan liabilities at beginning of year2017-12-31$441
Total income from all sources2017-12-31$18,204
Expenses. Total of all expenses incurred2017-12-31$1,800
Total plan assets at end of year2017-12-31$317,496
Total plan assets at beginning of year2017-12-31$301,092
Value of fidelity bond covering the plan2017-12-31$200,000
Assets. Value of tangible personal property2017-12-31$51,228
Other income received2017-12-31$11,009
Net income (gross income less expenses)2017-12-31$16,404
Net plan assets at end of year (total assets less liabilities)2017-12-31$317,055
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$300,651
Assets. Value of participant loans2017-12-31$7,621
Total contributions received or receivable from employer(s)2017-12-31$7,195
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$441
Total plan liabilities at beginning of year2016-12-31$435
Total income from all sources2016-12-31$34,218
Expenses. Total of all expenses incurred2016-12-31$1,743
Total plan assets at end of year2016-12-31$301,092
Total plan assets at beginning of year2016-12-31$268,611
Value of fidelity bond covering the plan2016-12-31$200,000
Assets. Value of tangible personal property2016-12-31$54,230
Total contributions received or receivable from participants2016-12-31$9,067
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$17,835
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$32,475
Net plan assets at end of year (total assets less liabilities)2016-12-31$300,651
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$268,176
Assets. Value of participant loans2016-12-31$11,430
Total contributions received or receivable from employer(s)2016-12-31$7,316
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,743
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$435
Total plan liabilities at beginning of year2015-12-31$150
Total income from all sources2015-12-31$1,349
Expenses. Total of all expenses incurred2015-12-31$942
Total plan assets at end of year2015-12-31$268,611
Total plan assets at beginning of year2015-12-31$267,919
Value of fidelity bond covering the plan2015-12-31$200,000
Assets. Value of tangible personal property2015-12-31$41,975
Other income received2015-12-31$-6,027
Net income (gross income less expenses)2015-12-31$407
Net plan assets at end of year (total assets less liabilities)2015-12-31$268,176
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$267,769
Assets. Value of participant loans2015-12-31$15,082
Total contributions received or receivable from employer(s)2015-12-31$7,376
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$942
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$150
Total plan liabilities at beginning of year2014-12-31$229
Total income from all sources2014-12-31$-1,999
Expenses. Total of all expenses incurred2014-12-31$7,246
Benefits paid (including direct rollovers)2014-12-31$2,376
Total plan assets at end of year2014-12-31$267,919
Total plan assets at beginning of year2014-12-31$277,243
Value of fidelity bond covering the plan2014-12-31$200,000
Assets. Value of tangible personal property2014-12-31$47,940
Other income received2014-12-31$-9,232
Net income (gross income less expenses)2014-12-31$-9,245
Net plan assets at end of year (total assets less liabilities)2014-12-31$267,769
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$277,014
Total contributions received or receivable from employer(s)2014-12-31$7,233
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,870
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$229
Total plan liabilities at beginning of year2013-12-31$34
Total income from all sources2013-12-31$-48,945
Expenses. Total of all expenses incurred2013-12-31$28,151
Benefits paid (including direct rollovers)2013-12-31$24,859
Total plan assets at end of year2013-12-31$277,243
Total plan assets at beginning of year2013-12-31$354,144
Value of fidelity bond covering the plan2013-12-31$200,000
Assets. Value of tangible personal property2013-12-31$181,916
Total contributions received or receivable from participants2013-12-31$1,000
Noncash contributions received2013-12-31$-57,831
Net income (gross income less expenses)2013-12-31$-77,096
Net plan assets at end of year (total assets less liabilities)2013-12-31$277,014
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$354,110
Total contributions received or receivable from employer(s)2013-12-31$7,886
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,292
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$23,451
Expenses. Total of all expenses incurred2012-12-31$2,770
Total plan assets at end of year2012-12-31$354,144
Total plan assets at beginning of year2012-12-31$333,463
Value of fidelity bond covering the plan2012-12-31$200,000
Assets. Value of tangible personal property2012-12-31$244,659
Other income received2012-12-31$15,953
Net income (gross income less expenses)2012-12-31$20,681
Net plan assets at end of year (total assets less liabilities)2012-12-31$354,144
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$333,463
Total contributions received or receivable from employer(s)2012-12-31$7,498
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,770
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$18,732
Expenses. Total of all expenses incurred2011-12-31$3,778
Benefits paid (including direct rollovers)2011-12-31$2,791
Total plan assets at end of year2011-12-31$333,463
Total plan assets at beginning of year2011-12-31$318,509
Value of fidelity bond covering the plan2011-12-31$200,000
Assets. Value of tangible personal property2011-12-31$214,833
Total contributions received or receivable from participants2011-12-31$8,513
Other income received2011-12-31$2,582
Net income (gross income less expenses)2011-12-31$14,954
Net plan assets at end of year (total assets less liabilities)2011-12-31$333,463
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$318,509
Total contributions received or receivable from employer(s)2011-12-31$7,637
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$987
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$71,697
Expenses. Total of all expenses incurred2010-12-31$46,635
Benefits paid (including direct rollovers)2010-12-31$43,000
Total plan assets at end of year2010-12-31$318,509
Total plan assets at beginning of year2010-12-31$293,447
Value of fidelity bond covering the plan2010-12-31$200,000
Assets. Value of tangible personal property2010-12-31$194,092
Total contributions received or receivable from participants2010-12-31$22,742
Other income received2010-12-31$41,625
Net income (gross income less expenses)2010-12-31$25,062
Net plan assets at end of year (total assets less liabilities)2010-12-31$318,509
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$293,447
Total contributions received or receivable from employer(s)2010-12-31$7,330
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,635
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN

2023: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID P. MARION, DDS, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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