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JOSE A. MASINI SOLER RETIREMENT PLAN 401k Plan overview

Plan NameJOSE A. MASINI SOLER RETIREMENT PLAN
Plan identification number 001

JOSE A. MASINI SOLER RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

JOSE A. MASINI SOLER has sponsored the creation of one or more 401k plans.

Company Name:JOSE A. MASINI SOLER
Employer identification number (EIN):660436322
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSE A. MASINI SOLER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01JOSE A. MASINI SOLER
0012015-01-01JOSE A. MASINI SOLER
0012015-01-01JOSE A. MASINI SOLER
0012014-01-01JOSE A. MASINI SOLER
0012014-01-01MARIA DE LOURDES CRUZ
0012013-01-01JOSE A. MASINI SOLER JOSE A. MASINI SOLER2014-09-26
0012012-01-01JOSE A. MASINI SOLER JOSE A. MASINI SOLER2013-09-10
0012011-01-01JOSE A. MASINI SOLER
0012009-01-01JOSE A. MASINI SOLER JOSE A. MASINI SOLER2010-07-28

Plan Statistics for JOSE A. MASINI SOLER RETIREMENT PLAN

401k plan membership statisitcs for JOSE A. MASINI SOLER RETIREMENT PLAN

Measure Date Value
2017: JOSE A. MASINI SOLER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOSE A. MASINI SOLER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOSE A. MASINI SOLER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
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 balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOSE A. MASINI SOLER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
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 participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOSE A. MASINI SOLER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
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 participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOSE A. MASINI SOLER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
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 participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOSE A. MASINI SOLER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
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 participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JOSE A. MASINI SOLER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOSE A. MASINI SOLER RETIREMENT PLAN

Measure Date Value
2017 : JOSE A. MASINI SOLER RETIREMENT 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$63,820
Expenses. Total of all expenses incurred2017-12-31$1,498,539
Benefits paid (including direct rollovers)2017-12-31$1,498,539
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$1,434,719
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$63,820
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-1,434,719
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,434,719
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : JOSE A. MASINI SOLER RETIREMENT 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$233,178
Expenses. Total of all expenses incurred2016-12-31$1,010,451
Benefits paid (including direct rollovers)2016-12-31$1,009,920
Total plan assets at end of year2016-12-31$1,434,719
Total plan assets at beginning of year2016-12-31$2,211,992
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$531
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$180,178
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-777,273
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,434,719
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,211,992
Total contributions received or receivable from employer(s)2016-12-31$53,000
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$0
2015 : JOSE A. MASINI SOLER RETIREMENT PLAN 2015 401k financial data
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$241,380
Expenses. Total of all expenses incurred2015-12-31$519
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,211,992
Total plan assets at beginning of year2015-12-31$1,971,131
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$519
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$241,380
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$240,861
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,211,992
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,971,131
Total contributions received or receivable from employer(s)2015-12-31$0
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$0
2014 : JOSE A. MASINI SOLER RETIREMENT 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$0
Total income from all sources2014-12-31$-115,356
Expenses. Total of all expenses incurred2014-12-31$480
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,971,131
Total plan assets at beginning of year2014-12-31$2,086,967
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$480
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-115,356
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-115,836
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,971,131
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,086,967
Total contributions received or receivable from employer(s)2014-12-31$0
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$0
2013 : JOSE A. MASINI SOLER RETIREMENT PLAN 2013 401k financial data
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$231,559
Expenses. Total of all expenses incurred2013-12-31$480
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,086,967
Total plan assets at beginning of year2013-12-31$1,855,888
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$480
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$228,452
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$231,079
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,086,967
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,855,888
Total contributions received or receivable from employer(s)2013-12-31$3,107
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$0
2012 : JOSE A. MASINI SOLER RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$194,189
Expenses. Total of all expenses incurred2012-12-31$1,955
Benefits paid (including direct rollovers)2012-12-31$1,955
Total plan assets at end of year2012-12-31$1,855,888
Total plan assets at beginning of year2012-12-31$1,663,654
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$184,660
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$192,234
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,855,888
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,663,654
Total contributions received or receivable from employer(s)2012-12-31$9,529
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : JOSE A. MASINI SOLER RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$55,331
Expenses. Total of all expenses incurred2011-12-31$480
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,663,654
Total plan assets at beginning of year2011-12-31$1,608,802
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$480
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$43,960
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$54,851
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,663,654
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,608,802
Total contributions received or receivable from employer(s)2011-12-31$11,371
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$-3,434
Minimum employer required contribution for this plan year2011-12-31$7,937
Amount contributed by the employer to the plan for this plan year2011-12-31$11,371
2010 : JOSE A. MASINI SOLER RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$215,099
Expenses. Total of all expenses incurred2010-12-31$480
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,608,802
Total plan assets at beginning of year2010-12-31$1,394,183
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$480
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$193,730
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$214,619
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,608,802
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,394,183
Total contributions received or receivable from employer(s)2010-12-31$21,369
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$-11,502
Minimum employer required contribution for this plan year2010-12-31$9,712
Amount contributed by the employer to the plan for this plan year2010-12-31$21,214
2009 : JOSE A. MASINI SOLER RETIREMENT 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$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$-25,067
Minimum employer required contribution for this plan year2009-12-31$19,343
Amount contributed by the employer to the plan for this plan year2009-12-31$44,410

Form 5500 Responses for JOSE A. MASINI SOLER RETIREMENT PLAN

2017: JOSE A. MASINI SOLER RETIREMENT 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 filingYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOSE A. MASINI SOLER RETIREMENT 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOSE A. MASINI SOLER RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOSE A. MASINI SOLER RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOSE A. MASINI SOLER RETIREMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOSE A. MASINI SOLER RETIREMENT 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOSE A. MASINI SOLER RETIREMENT 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOSE A. MASINI SOLER RETIREMENT 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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