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LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameLUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN
Plan identification number 002

LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Life insurance

401k Sponsoring company profile

LUIS T. MENENDEZ, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:LUIS T. MENENDEZ, M.D., P.A.
Employer identification number (EIN):592020370
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about LUIS T. MENENDEZ, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1980-09-01
Company Identification Number: 685503
Legal Registered Office Address: 3011 SWANN AVENUE

TAMPA

33609

More information about LUIS T. MENENDEZ, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01LUIS T. MENENDEZ2023-10-11
0022021-01-01LUIS T. MENENDEZ2022-10-11
0022020-01-01LUIS T. MENENDEZ2021-10-07
0022019-01-01LUIS T. MENENDEZ2020-10-12
0022018-01-01LUIS T. MENENDEZ2019-10-12
0022017-01-01LUIS MENENDEZ LUIS MENENDEZ2018-06-07
0022016-01-01LUIS MENENDEZ LUIS MENENDEZ2017-09-16
0022015-01-01LUIS MENENDEZ LUIS MENENDEZ2016-08-01
0022014-01-01LUIS MENENDEZ LUIS MENENDEZ2015-09-30
0022013-01-01LUIS MENENDEZ LUIS MENENDEZ2014-08-10
0022012-01-01LUIS MENENDEZ LUIS MENENDEZ2013-07-05
0022011-01-01LUIS MENENDEZ LUIS MENENDEZ2012-06-14
0022010-01-01LUIS MENENDEZ LUIS MENENDEZ2011-08-08
0022009-01-01LUIS MENENDEZ LUIS MENENDEZ2010-08-08

Plan Statistics for LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2022: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Number of participants with account balances2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-015
Total participants2010-01-015
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2022 : LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-4,542
Expenses. Total of all expenses incurred2022-12-31$27,095
Benefits paid (including direct rollovers)2022-12-31$21,922
Total plan assets at end of year2022-12-31$494,418
Total plan assets at beginning of year2022-12-31$526,055
Value of fidelity bond covering the plan2022-12-31$250,000
Other income received2022-12-31$-4,542
Net income (gross income less expenses)2022-12-31$-31,637
Net plan assets at end of year (total assets less liabilities)2022-12-31$494,418
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$526,055
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5,173
2021 : LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$73,168
Expenses. Total of all expenses incurred2021-12-31$25,985
Benefits paid (including direct rollovers)2021-12-31$20,680
Total plan assets at end of year2021-12-31$526,055
Total plan assets at beginning of year2021-12-31$478,872
Value of fidelity bond covering the plan2021-12-31$250,000
Other income received2021-12-31$71,168
Net income (gross income less expenses)2021-12-31$47,183
Net plan assets at end of year (total assets less liabilities)2021-12-31$526,055
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$478,872
Total contributions received or receivable from employer(s)2021-12-31$2,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$5,305
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$16,875
Expenses. Total of all expenses incurred2020-12-31$3,915
Total plan assets at end of year2020-12-31$478,872
Total plan assets at beginning of year2020-12-31$465,912
Value of fidelity bond covering the plan2020-12-31$250,000
Assets. Value of loans (other than to participants)2020-12-31$25,375
Other income received2020-12-31$16,875
Net income (gross income less expenses)2020-12-31$12,960
Net plan assets at end of year (total assets less liabilities)2020-12-31$478,872
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$465,912
Assets. Value of assets in partnership/joint-venture interests2020-12-31$20,455
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,915
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$56,103
Expenses. Total of all expenses incurred2019-12-31$288,551
Benefits paid (including direct rollovers)2019-12-31$284,581
Total plan assets at end of year2019-12-31$465,912
Total plan assets at beginning of year2019-12-31$698,360
Value of fidelity bond covering the plan2019-12-31$250,000
Assets. Value of loans (other than to participants)2019-12-31$32,470
Other income received2019-12-31$54,103
Net income (gross income less expenses)2019-12-31$-232,448
Net plan assets at end of year (total assets less liabilities)2019-12-31$465,912
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$698,360
Assets. Value of assets in partnership/joint-venture interests2019-12-31$22,695
Total contributions received or receivable from employer(s)2019-12-31$2,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,970
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-24,304
Expenses. Total of all expenses incurred2018-12-31$44,996
Benefits paid (including direct rollovers)2018-12-31$38,593
Total plan assets at end of year2018-12-31$698,360
Total plan assets at beginning of year2018-12-31$767,660
Value of fidelity bond covering the plan2018-12-31$250,000
Assets. Value of loans (other than to participants)2018-12-31$39,021
Other income received2018-12-31$-24,304
Net income (gross income less expenses)2018-12-31$-69,300
Net plan assets at end of year (total assets less liabilities)2018-12-31$698,360
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$767,660
Assets. Value of assets in partnership/joint-venture interests2018-12-31$32,902
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,403
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$86,414
Expenses. Total of all expenses incurred2017-12-31$50,227
Benefits paid (including direct rollovers)2017-12-31$48,641
Total plan assets at end of year2017-12-31$767,660
Total plan assets at beginning of year2017-12-31$731,473
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$0
Assets. Value of loans (other than to participants)2017-12-31$45,070
Expenses. Other expenses not covered elsewhere2017-12-31$223
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$86,414
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$36,187
Net plan assets at end of year (total assets less liabilities)2017-12-31$767,660
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$731,473
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,363
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$54,696
Expenses. Total of all expenses incurred2016-12-31$28,565
Benefits paid (including direct rollovers)2016-12-31$26,074
Total plan assets at end of year2016-12-31$731,473
Total plan assets at beginning of year2016-12-31$705,342
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$0
Assets. Value of loans (other than to participants)2016-12-31$50,656
Expenses. Other expenses not covered elsewhere2016-12-31$203
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$54,696
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$26,131
Net plan assets at end of year (total assets less liabilities)2016-12-31$731,473
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$705,342
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,288
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$36,231
Expenses. Total of all expenses incurred2015-12-31$33,382
Benefits paid (including direct rollovers)2015-12-31$28,626
Total plan assets at end of year2015-12-31$705,342
Total plan assets at beginning of year2015-12-31$702,493
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$56,758
Expenses. Other expenses not covered elsewhere2015-12-31$3,273
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$35,231
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$2,849
Net plan assets at end of year (total assets less liabilities)2015-12-31$705,342
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$702,493
Total contributions received or receivable from employer(s)2015-12-31$1,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,483
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$79,066
Expenses. Total of all expenses incurred2014-12-31$46,925
Benefits paid (including direct rollovers)2014-12-31$41,990
Total plan assets at end of year2014-12-31$702,493
Total plan assets at beginning of year2014-12-31$670,352
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$62,846
Expenses. Other expenses not covered elsewhere2014-12-31$3,514
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$78,066
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$32,141
Net plan assets at end of year (total assets less liabilities)2014-12-31$702,493
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$670,352
Total contributions received or receivable from employer(s)2014-12-31$1,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,421
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$82,332
Expenses. Total of all expenses incurred2013-12-31$47,263
Benefits paid (including direct rollovers)2013-12-31$41,990
Total plan assets at end of year2013-12-31$670,352
Total plan assets at beginning of year2013-12-31$635,283
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$0
Assets. Value of loans (other than to participants)2013-12-31$68,016
Expenses. Other expenses not covered elsewhere2013-12-31$131
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$78,332
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$35,069
Net plan assets at end of year (total assets less liabilities)2013-12-31$670,352
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$635,283
Total contributions received or receivable from employer(s)2013-12-31$4,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,142
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$52,573
Expenses. Total of all expenses incurred2012-12-31$43,400
Benefits paid (including direct rollovers)2012-12-31$41,990
Total plan assets at end of year2012-12-31$635,283
Total plan assets at beginning of year2012-12-31$626,110
Value of fidelity bond covering the plan2012-12-31$150,000
Assets. Value of loans (other than to participants)2012-12-31$73,659
Expenses. Other expenses not covered elsewhere2012-12-31$101
Other income received2012-12-31$52,573
Net income (gross income less expenses)2012-12-31$9,173
Net plan assets at end of year (total assets less liabilities)2012-12-31$635,283
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$626,110
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,309
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$31,622
Expenses. Total of all expenses incurred2011-12-31$54,961
Benefits paid (including direct rollovers)2011-12-31$51,990
Total plan assets at end of year2011-12-31$626,110
Total plan assets at beginning of year2011-12-31$649,449
Value of fidelity bond covering the plan2011-12-31$150,000
Assets. Value of loans (other than to participants)2011-12-31$37,170
Expenses. Other expenses not covered elsewhere2011-12-31$1,694
Other income received2011-12-31$31,622
Net income (gross income less expenses)2011-12-31$-23,339
Net plan assets at end of year (total assets less liabilities)2011-12-31$626,110
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$649,449
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,277
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$95,291
Expenses. Total of all expenses incurred2010-12-31$59,850
Benefits paid (including direct rollovers)2010-12-31$56,990
Total plan assets at end of year2010-12-31$649,449
Total plan assets at beginning of year2010-12-31$614,008
Value of fidelity bond covering the plan2010-12-31$150,000
Assets. Value of loans (other than to participants)2010-12-31$25,391
Expenses. Other expenses not covered elsewhere2010-12-31$1,512
Other income received2010-12-31$95,291
Net income (gross income less expenses)2010-12-31$35,441
Net plan assets at end of year (total assets less liabilities)2010-12-31$649,449
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$614,008
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,348
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN

2022: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LUIS T. MENENDEZ, M.D., P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number5428424
Policy instance 1
Insurance contract or identification number5428424
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number5428424
Policy instance 1
Insurance contract or identification number5428424
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number5428424
Policy instance 1
Insurance contract or identification number5428424
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number5428424
Policy instance 1
Insurance contract or identification number5428424
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number210253546
Policy instance 1
Insurance contract or identification number210253546
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberN/A
Policy instance 1
Insurance contract or identification numberN/A
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Life Insurance Welfare BenefitYes
Insurance broker organization code?3
Insurance broker nameSCOTT A JARRED

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