401k Plan data: KATHLEEN L ORTIZ 401 K PROFIT SHARING PLAN TRUST plan

KATHLEEN L ORTIZ 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	KATHLEEN L ORTIZ 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

KATHLEEN L ORTIZ 401 K PROFIT SHARING PLAN TRUST 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

KATHLEEN L ORTIZ has sponsored the creation of one or more 401k plans.

Company Name: KATHLEEN L ORTIZ

Employer identification number (EIN): 203364169

NAIC Classification: 624410
NAIC Description: Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KATHLEEN L ORTIZ 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 EDWARD ROJAS 2024-05-28
001 2022-01-01 EDWARD ROJAS 2023-04-20
001 2021-01-01 EDWARD ROJAS 2022-06-23
001 2020-01-01 EDWARD ROJAS 2021-07-13
001 2019-01-01 EDWARD ROJAS 2020-09-03
001 2018-01-01 EDWARD ROJAS 2019-05-30
001 2017-01-01 EDWARD ROJAS 2018-04-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	EDWARD ROJAS	2024-05-28
001	2022-01-01	EDWARD ROJAS	2023-04-20
001	2021-01-01	EDWARD ROJAS	2022-06-23
001	2020-01-01	EDWARD ROJAS	2021-07-13
001	2019-01-01	EDWARD ROJAS	2020-09-03
001	2018-01-01	EDWARD ROJAS	2019-05-30
001	2017-01-01	EDWARD ROJAS	2018-04-23

Potentially related plans

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Company Name:	KATHLEEN L ORTIZ
Employer identification number (EIN):	203364169
NAIC Classification:	624410
NAIC Description:	Child Day Care Services