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MARTI, DOUGLAS 401k Plan overview

Plan NameMARTI, DOUGLAS
Plan identification number 001

MARTI, DOUGLAS Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

DOUGLAS MARTI has sponsored the creation of one or more 401k plans.

Company Name:DOUGLAS MARTI
Employer identification number (EIN):370890518
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTI, DOUGLAS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARY FITZGERALD2024-07-29 MARY FITZGERALD2024-07-29
0012022-01-01DOUGLAS MARTI2023-07-27 DOUGLAS MARTI2023-07-27
0012021-01-01DOUGLAS MARTI2022-07-21
0012020-01-01DOUGLAS MARTI2021-07-29
0012019-01-01DOUGLAS MARTI2020-07-30
0012018-01-01DOUGLAS MARTI2019-07-29
0012017-01-01DOUGLAS MARTI2018-07-23
0012016-01-01DOUGLAS MARTI2017-07-24 DOUGLAS MARTI2017-07-24
0012015-01-01DOUGLAS MARTI
0012014-01-01DOUGLAS MARTI
0012013-01-01DOUGLAS MARTI
0012012-01-01DOUGLAS MARTI
0012011-01-01DOUGLAS MARTI
0012009-01-01DOUGLAS MARTI
0012009-01-01DOUGLAS MARTI
0012009-01-01DOUGLAS MARTI DOUGLAS MARTI2010-08-10
0012009-01-01DOUGLAS MARTI
0012009-01-01

Plan Statistics for MARTI, DOUGLAS

401k plan membership statisitcs for MARTI, DOUGLAS

Measure Date Value
2015: MARTI, DOUGLAS 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-011
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 participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARTI, DOUGLAS 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
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 participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MARTI, DOUGLAS 2013 401k membership
Total participants, beginning-of-year2013-01-012
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: MARTI, DOUGLAS 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
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 participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MARTI, DOUGLAS 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: MARTI, DOUGLAS 2009 401k membership
Total participants, beginning-of-year2009-01-012
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% vested2009-01-010

Financial Data on MARTI, DOUGLAS

Measure Date Value
2015 : MARTI, DOUGLAS 2015 401k financial data
Total income from all sources2015-12-31$22,611
Expenses. Total of all expenses incurred2015-12-31$26,570
Benefits paid (including direct rollovers)2015-12-31$26,570
Total plan assets at end of year2015-12-31$608,709
Total plan assets at beginning of year2015-12-31$612,668
Value of fidelity bond covering the plan2015-12-31$48,000
Other income received2015-12-31$18,756
Net income (gross income less expenses)2015-12-31$-3,959
Net plan assets at end of year (total assets less liabilities)2015-12-31$608,709
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$612,668
Total contributions received or receivable from employer(s)2015-12-31$3,855
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MARTI, DOUGLAS 2014 401k financial data
Total income from all sources2014-12-31$31,931
Expenses. Total of all expenses incurred2014-12-31$25,524
Benefits paid (including direct rollovers)2014-12-31$25,524
Total plan assets at end of year2014-12-31$612,668
Total plan assets at beginning of year2014-12-31$606,261
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$30,055
Net income (gross income less expenses)2014-12-31$6,407
Net plan assets at end of year (total assets less liabilities)2014-12-31$612,668
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$606,261
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$1,876
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : MARTI, DOUGLAS 2013 401k financial data
Total income from all sources2013-12-31$104,186
Expenses. Total of all expenses incurred2013-12-31$21,291
Benefits paid (including direct rollovers)2013-12-31$21,291
Total plan assets at end of year2013-12-31$606,261
Total plan assets at beginning of year2013-12-31$523,366
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$99,638
Net income (gross income less expenses)2013-12-31$82,895
Net plan assets at end of year (total assets less liabilities)2013-12-31$606,261
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$523,366
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$4,548
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : MARTI, DOUGLAS 2012 401k financial data
Total income from all sources2012-12-31$65,829
Expenses. Total of all expenses incurred2012-12-31$18,566
Benefits paid (including direct rollovers)2012-12-31$18,566
Total plan assets at end of year2012-12-31$523,366
Total plan assets at beginning of year2012-12-31$476,104
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$60,377
Net income (gross income less expenses)2012-12-31$47,263
Net plan assets at end of year (total assets less liabilities)2012-12-31$523,366
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$476,104
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$5,452
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : MARTI, DOUGLAS 2011 401k financial data
Total income from all sources2011-12-31$3,754
Expenses. Total of all expenses incurred2011-12-31$18,687
Benefits paid (including direct rollovers)2011-12-31$18,687
Total plan assets at end of year2011-12-31$476,104
Total plan assets at beginning of year2011-12-31$491,036
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-2,292
Net income (gross income less expenses)2011-12-31$-14,933
Net plan assets at end of year (total assets less liabilities)2011-12-31$476,104
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$491,036
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$6,046
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : MARTI, DOUGLAS 2010 401k financial data
Total income from all sources2010-12-31$67,243
Expenses. Total of all expenses incurred2010-12-31$16,099
Benefits paid (including direct rollovers)2010-12-31$16,099
Total plan assets at end of year2010-12-31$491,036
Total plan assets at beginning of year2010-12-31$439,892
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$62,967
Net income (gross income less expenses)2010-12-31$51,144
Net plan assets at end of year (total assets less liabilities)2010-12-31$491,036
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$439,892
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$4,276
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for MARTI, DOUGLAS

2015: MARTI, DOUGLAS 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: MARTI, DOUGLAS 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: MARTI, DOUGLAS 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: MARTI, DOUGLAS 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: MARTI, DOUGLAS 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: MARTI, DOUGLAS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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