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| Plan Name | LEAL & TREJO, LLP WELFARE BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | LEAL TREJO, A PROFESSIONAL CORP. |
| Employer identification number (EIN): | 264801567 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2013-06-01 | HUGO F. LEAL | 2014-03-20 | HUGO F. LEAL | 2014-03-20 |
| 501 | 2012-06-01 | HUGO F. LEAL | 2014-03-17 | HUGO F. LEAL | 2014-03-17 |
| 501 | 2011-06-01 | H. FRANCISCO LEAL | |||
| 501 | 2010-06-01 | H. FRANCISCO LEAL | |||
| 501 | 2009-06-01 | H. FRANCISCO LEAL | H. FRANCISCO LEAL | 2010-11-10 |
| Measure | Date | Value |
|---|---|---|
| 2011: LEAL & TREJO, LLP WELFARE BENEFIT PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-06-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 6 |
| Number of retired or separated participants receiving benefits | 2011-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 0 |
| Total of all active and inactive participants | 2011-06-01 | 6 |
| 2010: LEAL & TREJO, LLP WELFARE BENEFIT PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-06-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 7 |
| Number of retired or separated participants receiving benefits | 2010-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-06-01 | 0 |
| Total of all active and inactive participants | 2010-06-01 | 7 |
| 2009: LEAL & TREJO, LLP WELFARE BENEFIT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-06-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 9 |
| Number of retired or separated participants receiving benefits | 2009-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 0 |
| Total of all active and inactive participants | 2009-06-01 | 9 |
| Measure | Date | Value |
|---|---|---|
| 2012 : LEAL & TREJO, LLP WELFARE BENEFIT PLAN 2012 401k financial data | ||
| Total plan liabilities at end of year | 2012-05-31 | $165,937 |
| Total plan liabilities at beginning of year | 2012-05-31 | $117,616 |
| Total income from all sources | 2012-05-31 | $7,607 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $7,607 |
| Total plan assets at end of year | 2012-05-31 | $165,937 |
| Total plan assets at beginning of year | 2012-05-31 | $117,616 |
| Expenses. Other expenses not covered elsewhere | 2012-05-31 | $4,587 |
| Other income received | 2012-05-31 | $1,259 |
| Net income (gross income less expenses) | 2012-05-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $7,607 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $3,020 |
| 2011 : LEAL & TREJO, LLP WELFARE BENEFIT PLAN 2011 401k financial data | ||
| Total plan liabilities at end of year | 2011-05-31 | $107,726 |
| Total plan liabilities at beginning of year | 2011-05-31 | $114,843 |
| Total income from all sources | 2011-05-31 | $38,649 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $91,861 |
| Total plan assets at end of year | 2011-05-31 | $107,726 |
| Total plan assets at beginning of year | 2011-05-31 | $114,843 |
| Expenses. Other expenses not covered elsewhere | 2011-05-31 | $90,381 |
| Other income received | 2011-05-31 | $32 |
| Net income (gross income less expenses) | 2011-05-31 | $-53,212 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $38,617 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $1,480 |
| 2011: LEAL & TREJO, LLP WELFARE BENEFIT PLAN 2011 form 5500 responses | ||
|---|---|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Submission has been amended | Yes |
| 2011-06-01 | This submission is the final filing | No |
| 2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-06-01 | Plan is a collectively bargained plan | No |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2010: LEAL & TREJO, LLP WELFARE BENEFIT PLAN 2010 form 5500 responses | ||
| 2010-06-01 | Type of plan entity | Single employer plan |
| 2010-06-01 | Submission has been amended | Yes |
| 2010-06-01 | This submission is the final filing | No |
| 2010-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-06-01 | Plan is a collectively bargained plan | No |
| 2010-06-01 | Plan funding arrangement – Insurance | Yes |
| 2010-06-01 | Plan funding arrangement – Trust | Yes |
| 2010-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LEAL & TREJO, LLP WELFARE BENEFIT PLAN 2009 form 5500 responses | ||
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | Submission has been amended | No |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-06-01 | Plan is a collectively bargained plan | No |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 5512 | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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