Logo

JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 401k Plan overview

Plan NameJORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE
Plan identification number 001

JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

JORGE L. FERNANDEZ has sponsored the creation of one or more 401k plans.

Company Name:JORGE L. FERNANDEZ
Employer identification number (EIN):223058244
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01JORGE L FERNANDEZ2020-10-07 JORGE L FERNANDEZ2020-10-07
0012018-01-01JORGE FERNANDEZ2019-10-09 JORGE FERNANDEZ2019-10-09
0012017-01-01JORGE FERNANDEZ2018-10-12 JORGE FERNANDEZ2018-10-12
0012016-01-01JORGE L. FERNANDEZ2018-03-19 JORGE L. FERNANDEZ2018-03-19
0012015-01-01JORGE L. FERNANDEZ JORGE L. FERNANDEZ2016-10-12
0012014-01-01JORGE L. FERNANDEZ JORGE L. FERNANDEZ2015-10-14
0012013-01-01JORGE L. FERNANDEZ JORGE L. FERNANDEZ2014-10-13
0012012-01-01JORGE L. FERNANDEZ JORGE L. FERNANDEZ2013-10-15
0012011-01-01JORGE L. FERNANDEZ JORGE L. FERNANDEZ2012-10-05
0012010-01-01JORGE L. FERNANDEZ JORGE L. FERNANDEZ2011-10-14
0012009-01-01JORGE L. FERNANDEZ JORGE L. FERNANDEZ2010-10-13
0012009-01-01JORGE L. FERNANDEZ JORGE L. FERNANDEZ2010-10-15

Plan Statistics for JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE

401k plan membership statisitcs for JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE

Measure Date Value
2015: JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
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: JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
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 participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
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 participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
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 participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
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 participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
Number of participants with account balances2010-01-011
2009: JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE

Measure Date Value
2015 : JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2015 401k financial data
Total income from all sources2015-12-31$-9,069
Total plan assets at end of year2015-12-31$1,045,241
Total plan assets at beginning of year2015-12-31$1,054,310
Other income received2015-12-31$-17,022
Net income (gross income less expenses)2015-12-31$-9,069
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,045,241
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,054,310
Total contributions received or receivable from employer(s)2015-12-31$7,953
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$7,953
Amount contributed by the employer to the plan for this plan year2015-12-31$7,953
2014 : JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2014 401k financial data
Total income from all sources2014-12-31$26,917
Expenses. Total of all expenses incurred2014-12-31$29
Total plan assets at end of year2014-12-31$1,054,310
Total plan assets at beginning of year2014-12-31$1,027,422
Other income received2014-12-31$9,765
Net income (gross income less expenses)2014-12-31$26,888
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,054,310
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,027,422
Total contributions received or receivable from employer(s)2014-12-31$17,152
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$29
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$17,152
Amount contributed by the employer to the plan for this plan year2014-12-31$17,152
2013 : JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2013 401k financial data
Total income from all sources2013-12-31$111,805
Total plan assets at end of year2013-12-31$1,027,422
Total plan assets at beginning of year2013-12-31$915,617
Other income received2013-12-31$111,805
Net income (gross income less expenses)2013-12-31$111,805
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,027,422
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$915,617
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 : JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2012 401k financial data
Total income from all sources2012-12-31$107,714
Expenses. Total of all expenses incurred2012-12-31$877
Total plan assets at end of year2012-12-31$915,617
Total plan assets at beginning of year2012-12-31$808,780
Other income received2012-12-31$107,714
Net income (gross income less expenses)2012-12-31$106,837
Net plan assets at end of year (total assets less liabilities)2012-12-31$915,617
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$808,780
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$877
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$0
2011 : JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2011 401k financial data
Total income from all sources2011-12-31$-64,857
Expenses. Total of all expenses incurred2011-12-31$772
Total plan assets at end of year2011-12-31$808,780
Total plan assets at beginning of year2011-12-31$874,409
Expenses. Other expenses not covered elsewhere2011-12-31$772
Other income received2011-12-31$-64,857
Net income (gross income less expenses)2011-12-31$-65,629
Net plan assets at end of year (total assets less liabilities)2011-12-31$808,780
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$874,409
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 : JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2010 401k financial data
Total income from all sources2010-12-31$101,577
Total plan assets at end of year2010-12-31$874,409
Total plan assets at beginning of year2010-12-31$772,832
Other income received2010-12-31$101,577
Net income (gross income less expenses)2010-12-31$101,577
Net plan assets at end of year (total assets less liabilities)2010-12-31$874,409
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$772,832
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
2009 : JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$100
Amount contributed by the employer to the plan for this plan year2009-12-31$100

Form 5500 Responses for JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE

2015: JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: JORGE L. FERNANDEZ PENSION PLAN MONEY PURCHASE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1