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MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST
Plan identification number 002

MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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
  • 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 A. PETERSON, D.M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:MARK A. PETERSON, D.M.D., P.A.
Employer identification number (EIN):593049406
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about MARK A. PETERSON, D.M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1991-01-30
Company Identification Number: S28451
Legal Registered Office Address: 7740 BAY ST CTR

SEBASTIAN

32958

More information about MARK A. PETERSON, D.M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARK A. PETERSON2024-07-29
0022022-01-01MARK A. PETERSON2023-08-14
0022021-01-01MARK A. PETERSON2022-06-01
0022020-01-01MARK A. PETERSON2021-04-12
0022019-01-01MARK A. PETERSON2020-06-14 MARK A. PETERSON2020-06-14
0022018-01-01
0022017-01-01
0022016-01-01MARK A. PETERSON
0022015-01-01MARK PETERSON
0022014-01-01MARK PETERSON
0022013-01-01MARK PETERSON
0022012-01-01MARK PETERSON
0022011-01-01MARK PETERSON
0022009-01-01MARK PETERSON

Plan Statistics for MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST

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

Financial Data on MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$83,319
Expenses. Total of all expenses incurred2023-12-31$0
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$748,264
Total plan assets at beginning of year2023-12-31$664,945
Value of fidelity bond covering the plan2023-12-31$150,000
Total contributions received or receivable from participants2023-12-31$30,000
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$8,615
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$83,319
Net plan assets at end of year (total assets less liabilities)2023-12-31$748,264
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$664,945
Assets. Value of real-estate (other than employer real property)2023-12-31$115,000
Total contributions received or receivable from employer(s)2023-12-31$44,704
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$36,654
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$664,945
Total plan assets at beginning of year2022-12-31$628,291
Value of fidelity bond covering the plan2022-12-31$150,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-3,943
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$36,654
Net plan assets at end of year (total assets less liabilities)2022-12-31$664,945
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$628,291
Assets. Value of real-estate (other than employer real property)2022-12-31$110,000
Total contributions received or receivable from employer(s)2022-12-31$40,597
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$62,746
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$628,291
Total plan assets at beginning of year2021-12-31$565,545
Value of fidelity bond covering the plan2021-12-31$150,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$10,941
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$62,746
Net plan assets at end of year (total assets less liabilities)2021-12-31$628,291
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$565,545
Assets. Value of real-estate (other than employer real property)2021-12-31$115,000
Total contributions received or receivable from employer(s)2021-12-31$51,805
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$42,625
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$565,545
Total plan assets at beginning of year2020-12-31$522,920
Value of fidelity bond covering the plan2020-12-31$150,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$12,625
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$42,625
Net plan assets at end of year (total assets less liabilities)2020-12-31$565,545
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$522,920
Assets. Value of real-estate (other than employer real property)2020-12-31$105,000
Total contributions received or receivable from employer(s)2020-12-31$30,000
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$19,193
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$522,920
Total plan assets at beginning of year2019-12-31$503,727
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$-10,807
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$19,193
Net plan assets at end of year (total assets less liabilities)2019-12-31$522,920
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$503,727
Assets. Value of real-estate (other than employer real property)2019-12-31$93,000
Total contributions received or receivable from employer(s)2019-12-31$30,000
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$35,267
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$503,727
Total plan assets at beginning of year2018-12-31$468,460
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$5,267
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$35,267
Net plan assets at end of year (total assets less liabilities)2018-12-31$503,727
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$468,460
Assets. Value of real-estate (other than employer real property)2018-12-31$87,500
Total contributions received or receivable from employer(s)2018-12-31$30,000
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$32,982
Expenses. Total of all expenses incurred2017-12-31$3,212
Benefits paid (including direct rollovers)2017-12-31$158
Total plan assets at end of year2017-12-31$468,460
Total plan assets at beginning of year2017-12-31$438,690
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$929
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$3,841
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$29,770
Net plan assets at end of year (total assets less liabilities)2017-12-31$468,460
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$438,690
Assets. Value of real-estate (other than employer real property)2017-12-31$85,200
Total contributions received or receivable from employer(s)2017-12-31$29,141
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,125
2016 : MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$35,280
Expenses. Total of all expenses incurred2016-12-31$2,014
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$438,690
Total plan assets at beginning of year2016-12-31$405,424
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$5,280
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$33,266
Net plan assets at end of year (total assets less liabilities)2016-12-31$438,690
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$405,424
Assets. Value of participant loans2016-12-31$15,000
Assets. Value of real-estate (other than employer real property)2016-12-31$83,100
Total contributions received or receivable from employer(s)2016-12-31$30,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,014
2015 : MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$-49,368
Expenses. Total of all expenses incurred2015-12-31$1,956
Total plan assets at end of year2015-12-31$405,424
Total plan assets at beginning of year2015-12-31$456,748
Value of fidelity bond covering the plan2015-12-31$150,000
Other income received2015-12-31$-79,368
Net income (gross income less expenses)2015-12-31$-51,324
Net plan assets at end of year (total assets less liabilities)2015-12-31$405,424
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$456,748
Assets. Value of real-estate (other than employer real property)2015-12-31$77,240
Total contributions received or receivable from employer(s)2015-12-31$30,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,956
2014 : MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$-94,885
Expenses. Total of all expenses incurred2014-12-31$880
Total plan assets at end of year2014-12-31$456,748
Total plan assets at beginning of year2014-12-31$552,513
Value of fidelity bond covering the plan2014-12-31$150,000
Expenses. Other expenses not covered elsewhere2014-12-31$880
Other income received2014-12-31$-125,885
Net income (gross income less expenses)2014-12-31$-95,765
Net plan assets at end of year (total assets less liabilities)2014-12-31$456,748
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$552,513
Assets. Value of real-estate (other than employer real property)2014-12-31$74,928
Total contributions received or receivable from employer(s)2014-12-31$31,000
2013 : MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$-26,438
Expenses. Total of all expenses incurred2013-12-31$1,854
Benefits paid (including direct rollovers)2013-12-31$358
Total plan assets at end of year2013-12-31$552,513
Total plan assets at beginning of year2013-12-31$580,805
Value of fidelity bond covering the plan2013-12-31$150,000
Expenses. Other expenses not covered elsewhere2013-12-31$933
Other income received2013-12-31$-54,438
Net income (gross income less expenses)2013-12-31$-28,292
Net plan assets at end of year (total assets less liabilities)2013-12-31$552,513
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$580,805
Assets. Value of real-estate (other than employer real property)2013-12-31$74,658
Total contributions received or receivable from employer(s)2013-12-31$28,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$563
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$-39,431
Expenses. Total of all expenses incurred2012-12-31$2,171
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$580,805
Total plan assets at beginning of year2012-12-31$622,407
Value of fidelity bond covering the plan2012-12-31$150,000
Expenses. Other expenses not covered elsewhere2012-12-31$1,191
Other income received2012-12-31$-68,776
Net income (gross income less expenses)2012-12-31$-41,602
Net plan assets at end of year (total assets less liabilities)2012-12-31$580,805
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$622,407
Assets. Value of real-estate (other than employer real property)2012-12-31$74,658
Total contributions received or receivable from employer(s)2012-12-31$29,345
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$980
2011 : MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$-128,415
Expenses. Total of all expenses incurred2011-12-31$896
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$622,407
Total plan assets at beginning of year2011-12-31$751,718
Value of fidelity bond covering the plan2011-12-31$160,000
Expenses. Other expenses not covered elsewhere2011-12-31$896
Other income received2011-12-31$-128,415
Net income (gross income less expenses)2011-12-31$-129,311
Net plan assets at end of year (total assets less liabilities)2011-12-31$622,407
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$751,718
Assets. Value of employer real property2011-12-31$58,214
Total contributions received or receivable from employer(s)2011-12-31$0
2010 : MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$33,816
Total plan assets at end of year2010-12-31$751,718
Total plan assets at beginning of year2010-12-31$717,902
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$-1,235
Net income (gross income less expenses)2010-12-31$33,816
Net plan assets at end of year (total assets less liabilities)2010-12-31$751,718
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$717,902
Assets. Value of real-estate (other than employer real property)2010-12-31$229,670
Total contributions received or receivable from employer(s)2010-12-31$35,051

Form 5500 Responses for MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST

2023: MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 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: MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 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: MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 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: MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 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: MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 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: MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 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: MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 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: MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 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: MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 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: MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 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: MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 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: MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 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: MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 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
2009: MARK A. PETERSON, D.M.D., P.A., PROFIT SHARING PLAN AND TRUST 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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