401k Plan data: MARKO JEFTIC PC PROFIT SHARING PLAN plan

MARKO JEFTIC PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARKO JEFTIC PC PROFIT SHARING PLAN
Plan identification number	001

MARKO JEFTIC PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

MARKO JEFTIC PC has sponsored the creation of one or more 401k plans.

Company Name: MARKO JEFTIC PC

Employer identification number (EIN): 223270751

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARKO JEFTIC PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MARKO JEFTIC 2024-08-05
001 2022-01-01 MARKO JEFTIC 2023-07-25
001 2021-01-01 MARKO JEFTIC 2022-07-27
001 2020-01-01 JEANNETTE M. MORRIS 2021-07-27
001 2019-01-01 JEANNETTE M. MORRIS 2020-07-14
001 2018-01-01 JEANNETTE M. MORRIS 2019-06-14
001 2017-01-01 JEANNETTE M. MORRIS 2018-07-16
001 2016-01-01 JEANNETTE M. MORRIS 2017-06-14
001 2015-01-01 MORRIS 2016-07-05
001 2014-01-01 JEANNETTE MORRIS 2015-05-27 JEANNETTE MORRIS 2015-05-27
001 2013-01-01 JEANNETTE MORRIS DDS 2014-07-02 JEANNETTE MORRIS DDS 2014-07-02
001 2012-01-01 DR. JEANNETTE M. MORRIS DDS PC 2013-06-17 DR. JEANNETTE M. MORRIS DDS PC 2013-06-17
001 2011-01-01 JEANNETTE MORRIS 2012-07-24 JEANNETTE MORRIS 2012-07-24
001 2010-01-01 JEANNETTE MORRIS 2011-06-21 JEANNETTE MORRIS 2011-06-21
001 2009-01-01 JEANNETTE MORRIS
001 2008-01-01 JEANNETTE MORRIS
001 2007-01-01 JEANNETTE MORRIS
001 2006-01-01 JEANNETTE MORRIS
001 2005-01-01 JEANNETTE MORRIS
001 2004-01-01 JEANNETTE MORRIS
001 2003-01-01 JEANNETTE MORRIS
001 2002-01-01 JEANNETTE MORRIS
001 2001-01-01 JEANNETTE MORRIS
001 2000-01-01 JEANNETTE MORRIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MARKO JEFTIC	2024-08-05
001	2022-01-01	MARKO JEFTIC	2023-07-25
001	2021-01-01	MARKO JEFTIC	2022-07-27
001	2020-01-01	JEANNETTE M. MORRIS	2021-07-27
001	2019-01-01	JEANNETTE M. MORRIS	2020-07-14
001	2018-01-01	JEANNETTE M. MORRIS	2019-06-14
001	2017-01-01	JEANNETTE M. MORRIS	2018-07-16
001	2016-01-01	JEANNETTE M. MORRIS	2017-06-14
001	2015-01-01	MORRIS	2016-07-05
001	2014-01-01	JEANNETTE MORRIS	2015-05-27	JEANNETTE MORRIS	2015-05-27
001	2013-01-01	JEANNETTE MORRIS DDS	2014-07-02	JEANNETTE MORRIS DDS	2014-07-02
001	2012-01-01	DR. JEANNETTE M. MORRIS DDS PC	2013-06-17	DR. JEANNETTE M. MORRIS DDS PC	2013-06-17
001	2011-01-01	JEANNETTE MORRIS	2012-07-24	JEANNETTE MORRIS	2012-07-24
001	2010-01-01	JEANNETTE MORRIS	2011-06-21	JEANNETTE MORRIS	2011-06-21
001	2009-01-01	JEANNETTE MORRIS
001	2008-01-01	JEANNETTE MORRIS
001	2007-01-01	JEANNETTE MORRIS
001	2006-01-01	JEANNETTE MORRIS
001	2005-01-01	JEANNETTE MORRIS
001	2004-01-01	JEANNETTE MORRIS
001	2003-01-01	JEANNETTE MORRIS
001	2002-01-01	JEANNETTE MORRIS
001	2001-01-01	JEANNETTE MORRIS
001	2000-01-01	JEANNETTE MORRIS

Plan Statistics for MARKO JEFTIC PC PROFIT SHARING PLAN

401k plan membership statisitcs for MARKO JEFTIC PC PROFIT SHARING PLAN

Measure Date Value
2009: MARKO JEFTIC PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: MARKO JEFTIC PC PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 11
Total of all active and inactive participants 2008-01-01 11
Total participants 2008-01-01 11
2007: MARKO JEFTIC PC PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 11
Total of all active and inactive participants 2007-01-01 11
Total participants 2007-01-01 11
2006: MARKO JEFTIC PC PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 11
Total of all active and inactive participants 2006-01-01 11
Total participants 2006-01-01 11
2005: MARKO JEFTIC PC PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year 2005-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2005-01-01 10
Number of retired or separated participants receiving benefits 2005-01-01 1
Total of all active and inactive participants 2005-01-01 11
Total participants 2005-01-01 11
2004: MARKO JEFTIC PC PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year 2004-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2004-01-01 10
Total of all active and inactive participants 2004-01-01 10
Total participants 2004-01-01 10
2003: MARKO JEFTIC PC PROFIT SHARING PLAN 2003 401k membership
Total participants, beginning-of-year 2003-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2003-01-01 7
Number of retired or separated participants receiving benefits 2003-01-01 1
Total of all active and inactive participants 2003-01-01 8
Total participants 2003-01-01 8
Number of participants with account balances 2003-01-01 7
2002: MARKO JEFTIC PC PROFIT SHARING PLAN 2002 401k membership
Total participants, beginning-of-year 2002-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2002-01-01 8
Total of all active and inactive participants 2002-01-01 8
Total participants 2002-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2002-01-01 0
2001: MARKO JEFTIC PC PROFIT SHARING PLAN 2001 401k membership
Total participants, beginning-of-year 2001-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2001-01-01 8
Total of all active and inactive participants 2001-01-01 8
Total participants 2001-01-01 8
Number of participants with account balances 2001-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2001-01-01 0
2000: MARKO JEFTIC PC PROFIT SHARING PLAN 2000 401k membership
Total participants, beginning-of-year 2000-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2000-01-01 7
Number of retired or separated participants receiving benefits 2000-01-01 0
Number of other retired or separated participants entitled to future benefits 2000-01-01 0
Total of all active and inactive participants 2000-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2000-01-01 0
Total participants 2000-01-01 7
Number of participants with account balances 2000-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2000-01-01 0

Measure	Date	Value
2009: MARKO JEFTIC PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: MARKO JEFTIC PC PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	11
Total of all active and inactive participants	2008-01-01	11
Total participants	2008-01-01	11
2007: MARKO JEFTIC PC PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	11
Total of all active and inactive participants	2007-01-01	11
Total participants	2007-01-01	11
2006: MARKO JEFTIC PC PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	11
Total of all active and inactive participants	2006-01-01	11
Total participants	2006-01-01	11
2005: MARKO JEFTIC PC PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year	2005-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2005-01-01	10
Number of retired or separated participants receiving benefits	2005-01-01	1
Total of all active and inactive participants	2005-01-01	11
Total participants	2005-01-01	11
2004: MARKO JEFTIC PC PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year	2004-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2004-01-01	10
Total of all active and inactive participants	2004-01-01	10
Total participants	2004-01-01	10
2003: MARKO JEFTIC PC PROFIT SHARING PLAN 2003 401k membership
Total participants, beginning-of-year	2003-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2003-01-01	7
Number of retired or separated participants receiving benefits	2003-01-01	1
Total of all active and inactive participants	2003-01-01	8
Total participants	2003-01-01	8
Number of participants with account balances	2003-01-01	7
2002: MARKO JEFTIC PC PROFIT SHARING PLAN 2002 401k membership
Total participants, beginning-of-year	2002-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2002-01-01	8
Total of all active and inactive participants	2002-01-01	8
Total participants	2002-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2002-01-01	0
2001: MARKO JEFTIC PC PROFIT SHARING PLAN 2001 401k membership
Total participants, beginning-of-year	2001-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2001-01-01	8
Total of all active and inactive participants	2001-01-01	8
Total participants	2001-01-01	8
Number of participants with account balances	2001-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2001-01-01	0
2000: MARKO JEFTIC PC PROFIT SHARING PLAN 2000 401k membership
Total participants, beginning-of-year	2000-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2000-01-01	7
Number of retired or separated participants receiving benefits	2000-01-01	0
Number of other retired or separated participants entitled to future benefits	2000-01-01	0
Total of all active and inactive participants	2000-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2000-01-01	0
Total participants	2000-01-01	7
Number of participants with account balances	2000-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2000-01-01	0

Financial Data on MARKO JEFTIC PC PROFIT SHARING PLAN

Measure	Date	Value
2009 : MARKO JEFTIC PC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2008 : MARKO JEFTIC PC PROFIT SHARING PLAN 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
2007 : MARKO JEFTIC PC PROFIT SHARING PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0
2006 : MARKO JEFTIC PC PROFIT SHARING PLAN 2006 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2006-12-31	$0
2005 : MARKO JEFTIC PC PROFIT SHARING PLAN 2005 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2005-12-31	$0
2004 : MARKO JEFTIC PC PROFIT SHARING PLAN 2004 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2004-12-31	$0
2003 : MARKO JEFTIC PC PROFIT SHARING PLAN 2003 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2003-12-31	$0
2002 : MARKO JEFTIC PC PROFIT SHARING PLAN 2002 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2002-12-31	$0
2001 : MARKO JEFTIC PC PROFIT SHARING PLAN 2001 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2001-12-31	$0
2000 : MARKO JEFTIC PC PROFIT SHARING PLAN 2000 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2000-12-31	$0

Form 5500 Responses for MARKO JEFTIC PC PROFIT SHARING PLAN

2009: MARKO JEFTIC PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: MARKO JEFTIC PC PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: MARKO JEFTIC PC PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: MARKO JEFTIC PC PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes
2005: MARKO JEFTIC PC PROFIT SHARING PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Trust	Yes
2005-01-01	Plan benefit arrangement - Trust	Yes
2004: MARKO JEFTIC PC PROFIT SHARING PLAN 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2004-01-01	Plan funding arrangement – Trust	Yes
2004-01-01	Plan benefit arrangement - Trust	Yes
2003: MARKO JEFTIC PC PROFIT SHARING PLAN 2003 form 5500 responses
2003-01-01	Type of plan entity	Single employer plan
2003-01-01	Submission has been amended	No
2003-01-01	This submission is the final filing	No
2003-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-01-01	Plan is a collectively bargained plan	No
2003-01-01	Plan funding arrangement – Trust	Yes
2003-01-01	Plan benefit arrangement - Trust	Yes
2002: MARKO JEFTIC PC PROFIT SHARING PLAN 2002 form 5500 responses
2002-01-01	Type of plan entity	Single employer plan
2002-01-01	Submission has been amended	No
2002-01-01	This submission is the final filing	No
2002-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-01-01	Plan is a collectively bargained plan	No
2002-01-01	Plan funding arrangement – Trust	Yes
2002-01-01	Plan benefit arrangement - Trust	Yes
2001: MARKO JEFTIC PC PROFIT SHARING PLAN 2001 form 5500 responses
2001-01-01	Type of plan entity	Single employer plan
2001-01-01	Submission has been amended	No
2001-01-01	This submission is the final filing	No
2001-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2001-01-01	Plan is a collectively bargained plan	No
2001-01-01	Plan funding arrangement – Trust	Yes
2001-01-01	Plan benefit arrangement - Trust	Yes
2000: MARKO JEFTIC PC PROFIT SHARING PLAN 2000 form 5500 responses
2000-01-01	Type of plan entity	Single employer plan
2000-01-01	First time form 5500 has been submitted	Yes
2000-01-01	Submission has been amended	Yes
2000-01-01	This submission is the final filing	No
2000-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2000-01-01	Plan is a collectively bargained plan	No
2000-01-01	Plan funding arrangement – Trust	Yes
2000-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARKO JEFTIC PC
Employer identification number (EIN):	223270751
NAIC Classification:	621210
NAIC Description:	Offices of Dentists