R MARK MATHIAS DDS PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R MARK MATHIAS DDS PA 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for R MARK MATHIAS DDS PA 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2023: R MARK MATHIAS DDS PA 401 K PROFIT SHARING PLAN TRUST 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 6 |
| Number of participants with account balances | 2023-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: R MARK MATHIAS DDS PA 401 K PROFIT SHARING PLAN TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 5 |
| Number of participants with account balances | 2022-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: R MARK MATHIAS DDS PA 401 K PROFIT SHARING PLAN TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 5 |
| Number of participants with account balances | 2021-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: R MARK MATHIAS DDS PA 401 K PROFIT SHARING PLAN TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 5 |
| Number of participants with account balances | 2020-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : R MARK MATHIAS DDS PA 401 K PROFIT SHARING PLAN TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $140,198 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $8,092 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $726,362 |
| Total plan assets at beginning of year | 2023-12-31 | $594,256 |
| Value of fidelity bond covering the plan | 2023-12-31 | $59,426 |
| Total contributions received or receivable from participants | 2023-12-31 | $30,710 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $96,131 |
| Net income (gross income less expenses) | 2023-12-31 | $132,106 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $726,362 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $594,256 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $13,357 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $8,092 |
| 2022 : R MARK MATHIAS DDS PA 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-90,927 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $7,937 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $594,256 |
| Total plan assets at beginning of year | 2022-12-31 | $693,120 |
| Value of fidelity bond covering the plan | 2022-12-31 | $69,312 |
| Total contributions received or receivable from participants | 2022-12-31 | $29,130 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-132,622 |
| Net income (gross income less expenses) | 2022-12-31 | $-98,864 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $594,256 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $693,120 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $12,565 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $7,937 |
| 2021 : R MARK MATHIAS DDS PA 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $53,091 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $5,265 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $693,120 |
| Total plan assets at beginning of year | 2021-12-31 | $645,294 |
| Value of fidelity bond covering the plan | 2021-12-31 | $64,529 |
| Total contributions received or receivable from participants | 2021-12-31 | $21,670 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $21,474 |
| Net income (gross income less expenses) | 2021-12-31 | $47,826 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $693,120 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $645,294 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $9,947 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $5,265 |
| 2020 : R MARK MATHIAS DDS PA 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $71,425 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,725 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $645,294 |
| Total plan assets at beginning of year | 2020-12-31 | $576,594 |
| Value of fidelity bond covering the plan | 2020-12-31 | $55,298 |
| Total contributions received or receivable from participants | 2020-12-31 | $17,791 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $45,824 |
| Net income (gross income less expenses) | 2020-12-31 | $68,700 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $645,294 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $576,594 |
| Assets. Value of participant loans | 2020-12-31 | $3,750 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $7,810 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,725 |
| 2023: R MARK MATHIAS DDS PA 401 K PROFIT SHARING PLAN TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: R MARK MATHIAS DDS PA 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: R MARK MATHIAS DDS PA 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: R MARK MATHIAS DDS PA 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
