ALAN B. MARKS, M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALAN B. MARKS, M.D.
401k plan membership statisitcs for ALAN B. MARKS, M.D.
| Measure | Date | Value |
|---|
| 2021: ALAN B. MARKS, M.D. 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| 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 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 0 |
| Number of participants with account balances | 2021-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
| 2020: ALAN B. MARKS, M.D. 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| 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 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 3 |
| 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 |
| 2019: ALAN B. MARKS, M.D. 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: ALAN B. MARKS, M.D. 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 3 |
| Number of participants with account balances | 2018-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: ALAN B. MARKS, M.D. 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: ALAN B. MARKS, M.D. 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: ALAN B. MARKS, M.D. 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: ALAN B. MARKS, M.D. 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: ALAN B. MARKS, M.D. 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 3 |
| 2012: ALAN B. MARKS, M.D. 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 3 |
| 2011: ALAN B. MARKS, M.D. 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| 2009: ALAN B. MARKS, M.D. 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2021 : ALAN B. MARKS, M.D. 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $-3,817,129 |
| Total income from all sources | 2021-12-31 | $261,062 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $20,703 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $3,576,770 |
| Other income received | 2021-12-31 | $210,593 |
| Net income (gross income less expenses) | 2021-12-31 | $240,359 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,576,770 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $50,469 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $20,703 |
| 2020 : ALAN B. MARKS, M.D. 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $414,651 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $20,932 |
| Total plan assets at end of year | 2020-12-31 | $3,576,770 |
| Total plan assets at beginning of year | 2020-12-31 | $3,183,051 |
| Other income received | 2020-12-31 | $377,392 |
| Net income (gross income less expenses) | 2020-12-31 | $393,719 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,576,770 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,183,051 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $37,259 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $3,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $17,432 |
| 2019 : ALAN B. MARKS, M.D. 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $604,223 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $118,744 |
| Total plan assets at end of year | 2019-12-31 | $3,183,051 |
| Total plan assets at beginning of year | 2019-12-31 | $2,697,572 |
| Other income received | 2019-12-31 | $553,877 |
| Net income (gross income less expenses) | 2019-12-31 | $485,479 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,183,051 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,697,572 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $50,346 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $109,839 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $8,905 |
| 2018 : ALAN B. MARKS, M.D. 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-94,264 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $111,202 |
| Total plan assets at end of year | 2018-12-31 | $2,697,572 |
| Total plan assets at beginning of year | 2018-12-31 | $2,903,038 |
| Other income received | 2018-12-31 | $-139,973 |
| Net income (gross income less expenses) | 2018-12-31 | $-205,466 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,697,572 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,903,038 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $45,709 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $111,040 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $162 |
| 2017 : ALAN B. MARKS, M.D. 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $437,183 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $3,493 |
| Total plan assets at end of year | 2017-12-31 | $2,903,038 |
| Total plan assets at beginning of year | 2017-12-31 | $2,469,348 |
| Other income received | 2017-12-31 | $391,537 |
| Net income (gross income less expenses) | 2017-12-31 | $433,690 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,903,038 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,469,348 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $45,646 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $3,338 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $155 |
| 2016 : ALAN B. MARKS, M.D. 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $236,597 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $11,778 |
| Total plan assets at end of year | 2016-12-31 | $2,469,348 |
| Total plan assets at beginning of year | 2016-12-31 | $2,244,529 |
| Other income received | 2016-12-31 | $179,860 |
| Net income (gross income less expenses) | 2016-12-31 | $224,819 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,469,348 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,244,529 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $56,737 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $2,670 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $9,108 |
| 2015 : ALAN B. MARKS, M.D. 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $14,111 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $7,013 |
| Total plan assets at end of year | 2015-12-31 | $2,244,529 |
| Total plan assets at beginning of year | 2015-12-31 | $2,237,431 |
| Other income received | 2015-12-31 | $-50,006 |
| Net income (gross income less expenses) | 2015-12-31 | $7,098 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,244,529 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,237,431 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $64,117 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $3,340 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,673 |
| 2014 : ALAN B. MARKS, M.D. 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $135,262 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $17,926 |
| Total plan assets at end of year | 2014-12-31 | $2,237,431 |
| Total plan assets at beginning of year | 2014-12-31 | $2,120,095 |
| Other income received | 2014-12-31 | $72,305 |
| Net income (gross income less expenses) | 2014-12-31 | $117,336 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,237,431 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,120,095 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $62,957 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $17,400 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $526 |
| 2013 : ALAN B. MARKS, M.D. 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $288,330 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $12,823 |
| Total plan assets at end of year | 2013-12-31 | $2,120,095 |
| Total plan assets at beginning of year | 2013-12-31 | $1,844,588 |
| Other income received | 2013-12-31 | $226,466 |
| Net income (gross income less expenses) | 2013-12-31 | $275,507 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,120,095 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,844,588 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $61,864 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $12,718 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $105 |
| 2012 : ALAN B. MARKS, M.D. 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $225,882 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $12,687 |
| Total plan assets at end of year | 2012-12-31 | $1,844,588 |
| Total plan assets at beginning of year | 2012-12-31 | $1,631,393 |
| Other income received | 2012-12-31 | $164,081 |
| Net income (gross income less expenses) | 2012-12-31 | $213,195 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,844,588 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,631,393 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $61,801 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $12,547 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $140 |
| 2011 : ALAN B. MARKS, M.D. 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-2,292 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $70 |
| Total plan assets at end of year | 2011-12-31 | $1,631,393 |
| Total plan assets at beginning of year | 2011-12-31 | $1,633,755 |
| Other income received | 2011-12-31 | $-62,814 |
| Net income (gross income less expenses) | 2011-12-31 | $-2,362 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,631,393 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,633,755 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $60,522 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $70 |
| 2010 : ALAN B. MARKS, M.D. 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $204,231 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $70 |
| Total plan assets at end of year | 2010-12-31 | $1,633,755 |
| Total plan assets at beginning of year | 2010-12-31 | $1,429,594 |
| Other income received | 2010-12-31 | $143,553 |
| Net income (gross income less expenses) | 2010-12-31 | $204,161 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,633,755 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,429,594 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $60,678 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $70 |
