MARIFER MARTINEZ-LUJAN, DDS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2023: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
Total of all active and inactive participants | 2023-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 6 |
Number of participants with account balances | 2023-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
Total of all active and inactive participants | 2022-01-01 | 8 |
Total participants | 2022-01-01 | 8 |
Number of participants with account balances | 2022-01-01 | 8 |
2021: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 8 |
Number of participants with account balances | 2021-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 7 |
Number of participants with account balances | 2020-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 9 |
Number of participants with account balances | 2019-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 8 |
Number of participants with account balances | 2018-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 8 |
Number of participants with account balances | 2017-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 8 |
Number of participants with account balances | 2016-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 8 |
Number of participants with account balances | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 10 |
Number of participants with account balances | 2012-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 10 |
Number of participants with account balances | 2011-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 10 |
Number of participants with account balances | 2010-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 10 |
Number of participants with account balances | 2009-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $140,675 |
Expenses. Total of all expenses incurred | 2023-12-31 | $6,388 |
Benefits paid (including direct rollovers) | 2023-12-31 | $6,170 |
Total plan assets at end of year | 2023-12-31 | $623,213 |
Total plan assets at beginning of year | 2023-12-31 | $488,926 |
Value of fidelity bond covering the plan | 2023-12-31 | $58,300 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $47,408 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $85,286 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $134,287 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $623,213 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $488,926 |
Assets. Value of participant loans | 2023-12-31 | $15,310 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $7,981 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $218 |
2022 : MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-50,442 |
Expenses. Total of all expenses incurred | 2022-12-31 | $146,778 |
Benefits paid (including direct rollovers) | 2022-12-31 | $146,378 |
Total plan assets at end of year | 2022-12-31 | $488,926 |
Total plan assets at beginning of year | 2022-12-31 | $686,146 |
Value of fidelity bond covering the plan | 2022-12-31 | $58,300 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $45,988 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-105,691 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-197,220 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $488,926 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $686,146 |
Assets. Value of participant loans | 2022-12-31 | $18,793 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $9,261 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $400 |
2021 : MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $113,378 |
Expenses. Total of all expenses incurred | 2021-12-31 | $263 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $686,146 |
Total plan assets at beginning of year | 2021-12-31 | $573,031 |
Value of fidelity bond covering the plan | 2021-12-31 | $58,300 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $32,404 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $72,110 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $113,115 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $686,146 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $573,031 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $8,864 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $263 |
2020 : MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $46,735 |
Expenses. Total of all expenses incurred | 2020-12-31 | $120,007 |
Benefits paid (including direct rollovers) | 2020-12-31 | $119,737 |
Total plan assets at end of year | 2020-12-31 | $573,031 |
Total plan assets at beginning of year | 2020-12-31 | $646,303 |
Value of fidelity bond covering the plan | 2020-12-31 | $58,300 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $5,669 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $33,682 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-73,272 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $573,031 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $646,303 |
Assets. Value of participant loans | 2020-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $7,384 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $270 |
2019 : MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $140,997 |
Expenses. Total of all expenses incurred | 2019-12-31 | $218 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $646,303 |
Total plan assets at beginning of year | 2019-12-31 | $505,524 |
Value of fidelity bond covering the plan | 2019-12-31 | $58,300 |
Total contributions received or receivable from participants | 2019-12-31 | $16,548 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $114,274 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $140,779 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $646,303 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $505,524 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $10,175 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $218 |
2018 : MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-9,472 |
Expenses. Total of all expenses incurred | 2018-12-31 | $10,278 |
Benefits paid (including direct rollovers) | 2018-12-31 | $10,038 |
Total plan assets at end of year | 2018-12-31 | $505,524 |
Total plan assets at beginning of year | 2018-12-31 | $525,274 |
Value of fidelity bond covering the plan | 2018-12-31 | $58,300 |
Total contributions received or receivable from participants | 2018-12-31 | $30,951 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-51,295 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-19,750 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $505,524 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $525,274 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $10,872 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $240 |
2017 : MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $114,838 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,237 |
Benefits paid (including direct rollovers) | 2017-12-31 | $989 |
Total plan assets at end of year | 2017-12-31 | $525,274 |
Total plan assets at beginning of year | 2017-12-31 | $411,673 |
Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $30,169 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $73,724 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $113,601 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $525,274 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $411,673 |
Assets. Value of participant loans | 2017-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $10,945 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $248 |
2016 : MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $70,591 |
Expenses. Total of all expenses incurred | 2016-12-31 | $240 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $411,673 |
Total plan assets at beginning of year | 2016-12-31 | $341,322 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Total contributions received or receivable from participants | 2016-12-31 | $30,351 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $27,593 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $70,351 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $411,673 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $341,322 |
Assets. Value of participant loans | 2016-12-31 | $11,630 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $12,647 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $240 |
2015 : MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $41,383 |
Expenses. Total of all expenses incurred | 2015-12-31 | $203 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $341,322 |
Total plan assets at beginning of year | 2015-12-31 | $300,142 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Total contributions received or receivable from participants | 2015-12-31 | $30,657 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-1,426 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $41,180 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $341,322 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $300,142 |
Assets. Value of participant loans | 2015-12-31 | $17,556 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $12,152 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $203 |
2014 : MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $60,100 |
Expenses. Total of all expenses incurred | 2014-12-31 | $220,293 |
Benefits paid (including direct rollovers) | 2014-12-31 | $220,020 |
Total plan assets at end of year | 2014-12-31 | $300,142 |
Total plan assets at beginning of year | 2014-12-31 | $460,335 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Total contributions received or receivable from participants | 2014-12-31 | $29,820 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $18,075 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $-160,193 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $300,142 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $460,335 |
Assets. Value of participant loans | 2014-12-31 | $23,020 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $12,205 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $273 |
2013 : MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $168,754 |
Expenses. Total of all expenses incurred | 2013-12-31 | $296,420 |
Benefits paid (including direct rollovers) | 2013-12-31 | $295,938 |
Total plan assets at end of year | 2013-12-31 | $460,335 |
Total plan assets at beginning of year | 2013-12-31 | $588,001 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Total contributions received or receivable from participants | 2013-12-31 | $59,366 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $94,074 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $-127,666 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $460,335 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $588,001 |
Assets. Value of participant loans | 2013-12-31 | $28,500 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $15,314 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $482 |
2012 : MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $156,114 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,105 |
Benefits paid (including direct rollovers) | 2012-12-31 | $780 |
Total plan assets at end of year | 2012-12-31 | $588,001 |
Total plan assets at beginning of year | 2012-12-31 | $432,992 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Total contributions received or receivable from participants | 2012-12-31 | $72,793 |
Other income received | 2012-12-31 | $64,926 |
Net income (gross income less expenses) | 2012-12-31 | $155,009 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $588,001 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $432,992 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $2,011 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $18,395 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $325 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $79,348 |
Expenses. Total of all expenses incurred | 2011-12-31 | $177,634 |
Benefits paid (including direct rollovers) | 2011-12-31 | $177,300 |
Total plan assets at end of year | 2011-12-31 | $432,992 |
Total plan assets at beginning of year | 2011-12-31 | $531,278 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Total contributions received or receivable from participants | 2011-12-31 | $75,307 |
Other income received | 2011-12-31 | $-14,000 |
Net income (gross income less expenses) | 2011-12-31 | $-98,286 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $432,992 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $531,278 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $18,041 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $334 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $159,652 |
Expenses. Total of all expenses incurred | 2010-12-31 | $300 |
Total plan assets at end of year | 2010-12-31 | $531,278 |
Total plan assets at beginning of year | 2010-12-31 | $371,926 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $82,316 |
Other income received | 2010-12-31 | $58,308 |
Net income (gross income less expenses) | 2010-12-31 | $159,352 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $531,278 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $371,926 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $19,028 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $300 |
2023: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MARIFER MARTINEZ-LUJAN, DDS, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |