401k Plan data: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE plan

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

Plan Name	JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE
Plan identification number	001

JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE Benefits

401k Plan Type	Defined 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. MARTINEZ has sponsored the creation of one or more 401k plans.

Company Name: JORGE L. MARTINEZ

Employer identification number (EIN): 223267414

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. MARTINEZ PENSION PLAN MONEY PURCHASE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 JORGE L. MARTINEZ 2020-10-08 JORGE L. MARTINEZ 2020-10-08
001 2018-01-01 JORGE L. MARTINEZ 2019-10-09 JORGE L. MARTINEZ 2019-10-09
001 2017-01-01 JORGE L. MARTINEZ 2018-10-15 JORGE L. MARTINEZ 2018-10-15
001 2016-01-01 JORGE L. MARTINEZ 2018-03-14 JORGE L. MARTINEZ 2018-03-14
001 2015-01-01 JORGE L. MARTINEZ JORGE L. MARTINEZ 2016-10-12
001 2014-01-01 JORGE L. MARTINEZ JORGE L. MARTINEZ 2015-10-14
001 2013-01-01 JORGE L. MARTINEZ JORGE L. MARTINEZ 2014-10-15
001 2012-01-01 JORGE L. MARTINEZ JORGE L. MARTINEZ 2013-10-15
001 2011-01-01 JORGE L. MARTINEZ JORGE L. MARTINEZ 2012-10-05
001 2009-01-01 JORGE L. MARTINEZ JORGE L. MARTINEZ 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	JORGE L. MARTINEZ	2020-10-08	JORGE L. MARTINEZ	2020-10-08
001	2018-01-01	JORGE L. MARTINEZ	2019-10-09	JORGE L. MARTINEZ	2019-10-09
001	2017-01-01	JORGE L. MARTINEZ	2018-10-15	JORGE L. MARTINEZ	2018-10-15
001	2016-01-01	JORGE L. MARTINEZ	2018-03-14	JORGE L. MARTINEZ	2018-03-14
001	2015-01-01	JORGE L. MARTINEZ		JORGE L. MARTINEZ	2016-10-12
001	2014-01-01	JORGE L. MARTINEZ		JORGE L. MARTINEZ	2015-10-14
001	2013-01-01	JORGE L. MARTINEZ		JORGE L. MARTINEZ	2014-10-15
001	2012-01-01	JORGE L. MARTINEZ		JORGE L. MARTINEZ	2013-10-15
001	2011-01-01	JORGE L. MARTINEZ		JORGE L. MARTINEZ	2012-10-05
001	2009-01-01	JORGE L. MARTINEZ		JORGE L. MARTINEZ	2010-10-13

Plan Statistics for JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE

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

Measure Date Value
2015: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1

Measure	Date	Value
2015: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1

Financial Data on JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE

Measure	Date	Value
2015 : JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2015 401k financial data
Total income from all sources	2015-12-31	$9,235
Expenses. Total of all expenses incurred	2015-12-31	$4,535
Total plan assets at end of year	2015-12-31	$419,186
Total plan assets at beginning of year	2015-12-31	$414,486
Other income received	2015-12-31	$7,347
Net income (gross income less expenses)	2015-12-31	$4,700
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$419,186
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$414,486
Total contributions received or receivable from employer(s)	2015-12-31	$1,888
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,535
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$1,888
Amount contributed by the employer to the plan for this plan year	2015-12-31	$1,888
2014 : JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2014 401k financial data
Total income from all sources	2014-12-31	$37,581
Expenses. Total of all expenses incurred	2014-12-31	$4,179
Total plan assets at end of year	2014-12-31	$414,486
Total plan assets at beginning of year	2014-12-31	$381,084
Other income received	2014-12-31	$35,693
Net income (gross income less expenses)	2014-12-31	$33,402
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$414,486
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$381,084
Total contributions received or receivable from employer(s)	2014-12-31	$1,888
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,179
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$1,888
Amount contributed by the employer to the plan for this plan year	2014-12-31	$1,888
2013 : JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2013 401k financial data
Total income from all sources	2013-12-31	$37,780
Expenses. Total of all expenses incurred	2013-12-31	$3,919
Total plan assets at end of year	2013-12-31	$381,084
Total plan assets at beginning of year	2013-12-31	$347,223
Other income received	2013-12-31	$37,780
Net income (gross income less expenses)	2013-12-31	$33,861
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$381,084
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$347,223
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,919
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2012 401k financial data
Total income from all sources	2012-12-31	$47,287
Expenses. Total of all expenses incurred	2012-12-31	$3,266
Total plan assets at end of year	2012-12-31	$347,223
Total plan assets at beginning of year	2012-12-31	$303,202
Other income received	2012-12-31	$45,624
Net income (gross income less expenses)	2012-12-31	$44,021
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$347,223
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$303,202
Total contributions received or receivable from employer(s)	2012-12-31	$1,663
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,266
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$1,663
Amount contributed by the employer to the plan for this plan year	2012-12-31	$1,663
2011 : JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2011 401k financial data
Total income from all sources	2011-12-31	$-7,743
Expenses. Total of all expenses incurred	2011-12-31	$3,214
Total plan assets at end of year	2011-12-31	$303,202
Total plan assets at beginning of year	2011-12-31	$314,159
Expenses. Other expenses not covered elsewhere	2011-12-31	$3,214
Other income received	2011-12-31	$-9,401
Net income (gross income less expenses)	2011-12-31	$-10,957
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$303,202
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$314,159
Total contributions received or receivable from employer(s)	2011-12-31	$1,658
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$1,658
Amount contributed by the employer to the plan for this plan year	2011-12-31	$1,658
2010 : JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2010 401k financial data
Total income from all sources	2010-12-31	$35,988
Expenses. Total of all expenses incurred	2010-12-31	$6,699
Total plan assets at end of year	2010-12-31	$314,159
Total plan assets at beginning of year	2010-12-31	$284,470
Expenses. Other expenses not covered elsewhere	2010-12-31	$6,699
Other income received	2010-12-31	$35,146
Net income (gross income less expenses)	2010-12-31	$29,289
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$314,159
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$284,470
Total contributions received or receivable from employer(s)	2010-12-31	$842
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$842
Amount contributed by the employer to the plan for this plan year	2010-12-31	$842
2009 : JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2009 401k financial data
Minimum employer required contribution for this plan year	2009-12-31	$728
Amount contributed by the employer to the plan for this plan year	2009-12-31	$728

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

2015: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: JORGE L. MARTINEZ PENSION PLAN MONEY PURCHASE 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	JORGE L. MARTINEZ
Employer identification number (EIN):	223267414
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)