401k Plan data: PKF-MARK III, INC. RETIREMENT PLAN plan

PKF-MARK III, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	PKF-MARK III, INC. RETIREMENT PLAN
Plan identification number	002

PKF-MARK III, INC. RETIREMENT 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

PKF-MARK III, INC. has sponsored the creation of one or more 401k plans.

Company Name: PKF-MARK III, INC.

Employer identification number (EIN): 231715080

NAIC Classification: 541310
NAIC Description: Architectural Services

Additional information about PKF-MARK III, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2263732

More information about PKF-MARK III, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PKF-MARK III, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MELINDA RINDGEN 2024-06-20
002 2022-01-01 MELINDA RINDGEN 2023-08-16
002 2021-01-01 MELINDA RINDGEN 2022-07-26
002 2020-01-01 BETH KUPIEC 2021-07-28
002 2019-01-01 BETH KUPIEC 2020-07-06
002 2018-01-01 BETH KUPIEC 2019-06-26
002 2017-01-01 BETH KUPIEC 2018-06-04
002 2016-01-01 BETH KUPIEC 2017-07-07
002 2015-01-01 BETH KUPIEC 2016-06-06
002 2014-01-01 BETH KUPIEC 2015-06-12
002 2013-01-01 ELIZABETH KUPIEC 2014-05-30
002 2012-01-01 ELIZABETH KUPIEC 2013-06-10
002 2011-01-01 STEPHEN NEIDHART STEPHEN NEIDHART 2012-07-24
002 2009-01-01 STEPHEN P. NEIDHART

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MELINDA RINDGEN	2024-06-20
002	2022-01-01	MELINDA RINDGEN	2023-08-16
002	2021-01-01	MELINDA RINDGEN	2022-07-26
002	2020-01-01	BETH KUPIEC	2021-07-28
002	2019-01-01	BETH KUPIEC	2020-07-06
002	2018-01-01	BETH KUPIEC	2019-06-26
002	2017-01-01	BETH KUPIEC	2018-06-04
002	2016-01-01	BETH KUPIEC	2017-07-07
002	2015-01-01	BETH KUPIEC	2016-06-06
002	2014-01-01	BETH KUPIEC	2015-06-12
002	2013-01-01	ELIZABETH KUPIEC	2014-05-30
002	2012-01-01	ELIZABETH KUPIEC	2013-06-10
002	2011-01-01	STEPHEN NEIDHART		STEPHEN NEIDHART	2012-07-24
002	2009-01-01	STEPHEN P. NEIDHART

Plan Statistics for PKF-MARK III, INC. RETIREMENT PLAN

401k plan membership statisitcs for PKF-MARK III, INC. RETIREMENT PLAN

Measure Date Value
2011: PKF-MARK III, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 55
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 35
Total of all active and inactive participants 2011-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 90
Number of participants with account balances 2011-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: PKF-MARK III, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 56
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 28
Total of all active and inactive participants 2009-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 85
Number of participants with account balances 2009-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2011: PKF-MARK III, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	55
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	35
Total of all active and inactive participants	2011-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	90
Number of participants with account balances	2011-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: PKF-MARK III, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	56
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	28
Total of all active and inactive participants	2009-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	85
Number of participants with account balances	2009-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on PKF-MARK III, INC. RETIREMENT PLAN

Measure	Date	Value
2011 : PKF-MARK III, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$603,565
Expenses. Total of all expenses incurred	2011-12-31	$1,372,241
Benefits paid (including direct rollovers)	2011-12-31	$1,372,239
Total plan assets at end of year	2011-12-31	$10,736,522
Total plan assets at beginning of year	2011-12-31	$11,505,198
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$274,816
Other income received	2011-12-31	$146,012
Net income (gross income less expenses)	2011-12-31	$-768,676
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$10,736,522
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$11,505,198
Total contributions received or receivable from employer(s)	2011-12-31	$182,737
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2
2010 : PKF-MARK III, INC. RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,675,565
Expenses. Total of all expenses incurred	2010-12-31	$221,024
Benefits paid (including direct rollovers)	2010-12-31	$220,245
Total plan assets at end of year	2010-12-31	$11,505,198
Total plan assets at beginning of year	2010-12-31	$10,050,657
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$261,466
Expenses. Other expenses not covered elsewhere	2010-12-31	$779
Other income received	2010-12-31	$1,337,302
Net income (gross income less expenses)	2010-12-31	$1,454,541
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$11,505,198
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$10,050,657
Total contributions received or receivable from employer(s)	2010-12-31	$76,797
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PKF-MARK III, INC. RETIREMENT 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

Form 5500 Responses for PKF-MARK III, INC. RETIREMENT PLAN

2011: PKF-MARK III, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PKF-MARK III, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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

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Company Name:	PKF-MARK III, INC.
Employer identification number (EIN):	231715080
NAIC Classification:	541310
NAIC Description:	Architectural Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2263732