J. Mark Folks, Dds, Pc 401(K) Plan — Form 5500 plan (J. Mark Folks, Dds, Pc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, J. Mark Folks, Dds, Pc 401(K) Plan is a benefit plan reported by J. Mark Folks, Dds, Pc under EIN 20-2048662 and plan number 001. The latest loaded filing year is 2023. The filing reports 20 participants and $1,697,736 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. Mark Folks, Dds, Pc
- EIN
- 20-2048662
- Plan number
- 001
- Plan type
- 2
- Location
- Miami, OK
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $1,697,736
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20240613120825NAL0030594865001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,697,736
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,697,736
- Net assets (BOY)
- $1,413,483
Income & contributions
- Employer contributions
- $34,960
- Participant contributions
- $92,669
- Total income / additions
- $298,954
Expenses & distributions
- Benefits paid
- $2,432
- Administrative expenses
- $12,269
- Total expenses
- $14,701
- Net increase / (decrease)
- $284,253
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.