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JORGE LUCENA AND MYRNA PEREZ RETIREMENT PLAN 401k Plan overview

Plan NameJORGE LUCENA AND MYRNA PEREZ RETIREMENT PLAN
Plan identification number 001

JORGE LUCENA AND MYRNA PEREZ RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 LUCENA BETANCOURT AND MYRNA PEREZ REYES has sponsored the creation of one or more 401k plans.

Company Name:JORGE LUCENA BETANCOURT AND MYRNA PEREZ REYES
Employer identification number (EIN):583308730
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JORGE LUCENA AND MYRNA PEREZ RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01

Plan Statistics for JORGE LUCENA AND MYRNA PEREZ RETIREMENT PLAN

401k plan membership statisitcs for JORGE LUCENA AND MYRNA PEREZ RETIREMENT PLAN

Measure Date Value
2023: JORGE LUCENA AND MYRNA PEREZ RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011
Total number of active participants reported on line 7a of the Form 55002023-01-011
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010

Financial Data on JORGE LUCENA AND MYRNA PEREZ RETIREMENT PLAN

Measure Date Value
2023 : JORGE LUCENA AND MYRNA PEREZ RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$217,684
Expenses. Total of all expenses incurred2023-12-31$0
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$217,684
Total plan assets at beginning of year2023-12-31$0
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$208,277
Other income received2023-12-31$9,407
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$217,684
Net plan assets at end of year (total assets less liabilities)2023-12-31$217,684
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0

Form 5500 Responses for JORGE LUCENA AND MYRNA PEREZ RETIREMENT PLAN

2023: JORGE LUCENA AND MYRNA PEREZ RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01First time form 5500 has been submittedYes
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes

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