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MARK KUO, DMD, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameMARK KUO, DMD, INC. PROFIT SHARING PLAN
Plan identification number 001

MARK KUO, DMD, INC. PROFIT SHARING PLAN 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.
  • 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.
  • 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

MARK KUO, DMD, INC has sponsored the creation of one or more 401k plans.

Company Name:MARK KUO, DMD, INC
Employer identification number (EIN):770551512
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK KUO, DMD, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01MARK KUO2020-07-08
0012018-01-01MARK KUO2019-09-04
0012017-01-01MARK KUO2018-09-19
0012016-01-01MARK KUO2017-07-03
0012015-01-01MARK KUO2016-10-06
0012014-01-01MARK KUO2015-10-08 MARK KUO2015-10-08
0012013-01-01MARK KUO2014-10-01 MARK KUO2014-10-01
0012012-01-01MARK KUO2013-09-04 MARK KUO2013-09-04
0012011-01-01MARK KUO2012-10-09 MARK KUO2012-10-09
0012010-01-01MARK KUO2011-07-27 MARK KUO2011-07-27
0012009-01-01MARK KUO2011-06-24 MARK KUO2011-06-24
0012007-01-01MARK KUO MARK KUO2010-12-14
0012006-01-01MARK KUO MARK KUO2010-12-14
0012006-01-01MARK KUO MARK KUO2010-11-22

Plan Statistics for MARK KUO, DMD, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for MARK KUO, DMD, INC. PROFIT SHARING PLAN

Measure Date Value
2007: MARK KUO, DMD, INC. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-011
Total number of active participants reported on line 7a of the Form 55002007-01-011
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-011
Number of participants with account balances2007-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: MARK KUO, DMD, INC. PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-011
Total number of active participants reported on line 7a of the Form 55002006-01-011
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-011
Number of participants with account balances2006-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010

Financial Data on MARK KUO, DMD, INC. PROFIT SHARING PLAN

Measure Date Value
2010 : MARK KUO, DMD, INC. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$52,002
Expenses. Total of all expenses incurred2010-12-31$12
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$247,663
Total plan assets at beginning of year2010-12-31$195,673
Total contributions received or receivable from participants2010-12-31$15,000
Expenses. Other expenses not covered elsewhere2010-12-31$12
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$8,002
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$51,990
Net plan assets at end of year (total assets less liabilities)2010-12-31$247,663
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$195,673
Total contributions received or receivable from employer(s)2010-12-31$29,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2008 : MARK KUO, DMD, INC. PROFIT SHARING PLAN 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-22,853
Expenses. Total of all expenses incurred2008-12-31$12
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$281,330
Total plan assets at beginning of year2008-12-31$304,195
Total contributions received or receivable from participants2008-12-31$15,500
Expenses. Other expenses not covered elsewhere2008-12-31$12
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-67,853
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-22,865
Net plan assets at end of year (total assets less liabilities)2008-12-31$281,330
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$304,195
Total contributions received or receivable from employer(s)2008-12-31$29,500
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
2007 : MARK KUO, DMD, INC. PROFIT SHARING PLAN 2007 401k financial data
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$56,544
Expenses. Total of all expenses incurred2007-12-31$12
Benefits paid (including direct rollovers)2007-12-31$0
Total plan assets at end of year2007-12-31$304,195
Total plan assets at beginning of year2007-12-31$247,663
Total contributions received or receivable from participants2007-12-31$15,500
Expenses. Other expenses not covered elsewhere2007-12-31$12
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$11,544
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$56,532
Net plan assets at end of year (total assets less liabilities)2007-12-31$304,195
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$247,663
Total contributions received or receivable from employer(s)2007-12-31$29,500
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0
2006 : MARK KUO, DMD, INC. PROFIT SHARING PLAN 2006 401k financial data
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$52,002
Expenses. Total of all expenses incurred2006-12-31$12
Benefits paid (including direct rollovers)2006-12-31$0
Total plan assets at end of year2006-12-31$247,663
Total plan assets at beginning of year2006-12-31$195,673
Total contributions received or receivable from participants2006-12-31$15,000
Expenses. Other expenses not covered elsewhere2006-12-31$12
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$8,002
Noncash contributions received2006-12-31$0
Net income (gross income less expenses)2006-12-31$51,990
Net plan assets at end of year (total assets less liabilities)2006-12-31$247,663
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$195,673
Total contributions received or receivable from employer(s)2006-12-31$29,000
Value of certain deemed distributions of participant loans2006-12-31$0
Value of corrective distributions2006-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2006-12-31$0

Form 5500 Responses for MARK KUO, DMD, INC. PROFIT SHARING PLAN

2007: MARK KUO, DMD, INC. PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes
2006: MARK KUO, DMD, INC. PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number770551512D1
Policy instance 1
Insurance contract or identification number770551512D1
Number of Individuals Covered1
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number770551512D1
Policy instance 1
Insurance contract or identification number770551512D1
Number of Individuals Covered1
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number770551512D1
Policy instance 1
Insurance contract or identification number770551512D1
Number of Individuals Covered1
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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