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DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 401k Plan overview

Plan NameDAVID E. RODRIGUEZ MATOS RETIREMENT PLAN
Plan identification number 001

DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

DAVID E. RODRIGUEZ MATOS has sponsored the creation of one or more 401k plans.

Company Name:DAVID E. RODRIGUEZ MATOS
Employer identification number (EIN):810568859
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012017-01-01DAVID RODRIGUEZ DAVID RODRIGUEZ2018-07-25
0012016-01-01DAVID RODRIGUEZ DAVID RODRIGUEZ2017-07-10
0012015-01-01DAVID RODRIGUEZ DAVID RODRIGUEZ2016-07-26
0012014-01-01DAVID RODRIGUEZ DAVID RODRIGUEZ2015-06-03
0012013-01-01DAVID RODRIGUEZ DAVID RODRIGUEZ2014-07-29
0012012-01-01DAVID RODRIGUEZ DAVID RODRIGUEZ2013-10-02
0012011-01-01DAVID RODRIGUEZ DAVID RODRIGUEZ2012-06-19
0012010-01-01DAVID RODRIGUEZ DAVID RODRIGUEZ2011-07-29
0012009-01-01DAVID RODRIGUEZ DAVID RODRIGUEZ2010-10-14

Plan Statistics for DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN

401k plan membership statisitcs for DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN

Measure Date Value
2022: DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Total of all active and inactive participants2022-01-011
Total participants2022-01-011
Number of participants with account balances2022-01-011
2021: DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Total of all active and inactive participants2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-011
2020: DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Total of all active and inactive participants2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-011
2019: DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2017: DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
2016: DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
2015: DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
2014: DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 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
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
2013: DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 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
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
2012: DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 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
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
2011: DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
2010: DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
Number of participants with account balances2010-01-014
2009: DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 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

Financial Data on DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN

Measure Date Value
2022 : DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$5,000
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$160,000
Total plan assets at beginning of year2022-12-31$155,000
Other income received2022-12-31$5,000
Net income (gross income less expenses)2022-12-31$5,000
Net plan assets at end of year (total assets less liabilities)2022-12-31$160,000
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$155,000
Total contributions received or receivable from employer(s)2022-12-31$0
2021 : DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$5,000
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$155,000
Total plan assets at beginning of year2021-12-31$150,000
Other income received2021-12-31$5,000
Net income (gross income less expenses)2021-12-31$5,000
Net plan assets at end of year (total assets less liabilities)2021-12-31$155,000
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$150,000
Total contributions received or receivable from employer(s)2021-12-31$0
2020 : DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$10,000
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$150,000
Total plan assets at beginning of year2020-12-31$140,000
Other income received2020-12-31$10,000
Net income (gross income less expenses)2020-12-31$10,000
Net plan assets at end of year (total assets less liabilities)2020-12-31$150,000
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$140,000
Total contributions received or receivable from employer(s)2020-12-31$0
2019 : DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$5,000
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$140,000
Total plan assets at beginning of year2019-12-31$135,000
Other income received2019-12-31$5,000
Net income (gross income less expenses)2019-12-31$5,000
Net plan assets at end of year (total assets less liabilities)2019-12-31$140,000
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$135,000
Total contributions received or receivable from employer(s)2019-12-31$0
2018 : DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$15,000
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$135,000
Total plan assets at beginning of year2018-12-31$120,000
Other income received2018-12-31$5,000
Net income (gross income less expenses)2018-12-31$15,000
Net plan assets at end of year (total assets less liabilities)2018-12-31$135,000
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$120,000
Total contributions received or receivable from employer(s)2018-12-31$10,000
Value of corrective distributions2018-12-31$0
2017 : DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2017 401k financial data
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$5,000
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$120,000
Total plan assets at beginning of year2017-12-31$115,000
Other income received2017-12-31$5,000
Net income (gross income less expenses)2017-12-31$5,000
Net plan assets at end of year (total assets less liabilities)2017-12-31$120,000
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$115,000
Total contributions received or receivable from employer(s)2017-12-31$0
2016 : DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2016 401k financial data
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$4,657
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$115,000
Total plan assets at beginning of year2016-12-31$110,343
Other income received2016-12-31$4,657
Net income (gross income less expenses)2016-12-31$4,657
Net plan assets at end of year (total assets less liabilities)2016-12-31$115,000
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$110,343
Total contributions received or receivable from employer(s)2016-12-31$0
2015 : DAVID E. RODRIGUEZ MATOS 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$0
Total income from all sources2015-12-31$-4,657
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$110,343
Total plan assets at beginning of year2015-12-31$115,000
Other income received2015-12-31$-4,657
Net income (gross income less expenses)2015-12-31$-4,657
Net plan assets at end of year (total assets less liabilities)2015-12-31$110,343
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$115,000
Total contributions received or receivable from employer(s)2015-12-31$0
2014 : DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2014 401k financial data
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$5,000
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$115,000
Total plan assets at beginning of year2014-12-31$110,000
Other income received2014-12-31$5,000
Net income (gross income less expenses)2014-12-31$5,000
Net plan assets at end of year (total assets less liabilities)2014-12-31$115,000
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$110,000
Total contributions received or receivable from employer(s)2014-12-31$0
2013 : DAVID E. RODRIGUEZ MATOS 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$10,000
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$110,000
Total plan assets at beginning of year2013-12-31$100,000
Other income received2013-12-31$10,000
Net income (gross income less expenses)2013-12-31$10,000
Net plan assets at end of year (total assets less liabilities)2013-12-31$110,000
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$100,000
Total contributions received or receivable from employer(s)2013-12-31$0
2012 : DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2012 401k financial data
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$6,624
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$100,000
Total plan assets at beginning of year2012-12-31$93,376
Other income received2012-12-31$2,554
Net income (gross income less expenses)2012-12-31$6,624
Net plan assets at end of year (total assets less liabilities)2012-12-31$100,000
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$93,376
Total contributions received or receivable from employer(s)2012-12-31$4,070
2011 : DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2011 401k financial data
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$3,178
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$93,376
Total plan assets at beginning of year2011-12-31$90,198
Other income received2011-12-31$-1,822
Net income (gross income less expenses)2011-12-31$3,178
Net plan assets at end of year (total assets less liabilities)2011-12-31$93,376
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$90,198
Total contributions received or receivable from employer(s)2011-12-31$5,000
2010 : DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2010 401k financial data
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$50,198
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$90,198
Total plan assets at beginning of year2010-12-31$40,000
Other income received2010-12-31$50,198
Net income (gross income less expenses)2010-12-31$50,198
Net plan assets at end of year (total assets less liabilities)2010-12-31$90,198
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$40,000
Total contributions received or receivable from employer(s)2010-12-31$0

Form 5500 Responses for DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN

2022: DAVID E. RODRIGUEZ MATOS RETIREMENT 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAVID E. RODRIGUEZ MATOS RETIREMENT 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVID E. RODRIGUEZ MATOS RETIREMENT 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID E. RODRIGUEZ MATOS RETIREMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: DAVID E. RODRIGUEZ MATOS 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 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID E. RODRIGUEZ MATOS 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: DAVID E. RODRIGUEZ MATOS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID E. RODRIGUEZ MATOS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID E. RODRIGUEZ MATOS 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID E. RODRIGUEZ MATOS 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID E. RODRIGUEZ MATOS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVID E. RODRIGUEZ MATOS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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: DAVID E. RODRIGUEZ MATOS 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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