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O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 401k Plan overview

Plan NameO. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN
Plan identification number 003

O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

O. JOHN ALPIZAR, P.A. has sponsored the creation of one or more 401k plans.

Company Name:O. JOHN ALPIZAR, P.A.
Employer identification number (EIN):592327582
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about O. JOHN ALPIZAR, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1983-09-30
Company Identification Number: G63126
Legal Registered Office Address: 1528 PALM BAY RD NE

PALM BAY

32905

More information about O. JOHN ALPIZAR, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01KARRIE TOROK
0032013-01-01KARRIE TOROK KARRIE TOROK2014-06-27
0032012-01-01O. JOHN ALPIZAR O. JOHN ALPIZAR2013-06-28
0032011-01-01O. JOHN ALPIZAR

Plan Statistics for O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN

401k plan membership statisitcs for O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN

Measure Date Value
2015: O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Number of participants with account balances2014-01-0110
2013: O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN

Measure Date Value
2015 : O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$65,596
Expenses. Total of all expenses incurred2015-12-31$28,063
Benefits paid (including direct rollovers)2015-12-31$27,624
Total plan assets at end of year2015-12-31$1,335,059
Total plan assets at beginning of year2015-12-31$1,297,526
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$2,713
Other income received2015-12-31$-2,752
Net income (gross income less expenses)2015-12-31$37,533
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,335,059
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,297,526
Total contributions received or receivable from employer(s)2015-12-31$65,635
Value of corrective distributions2015-12-31$364
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$110,623
Expenses. Total of all expenses incurred2014-12-31$7,933
Benefits paid (including direct rollovers)2014-12-31$810
Total plan assets at end of year2014-12-31$1,297,526
Total plan assets at beginning of year2014-12-31$1,194,836
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$835
Other income received2014-12-31$54,913
Net income (gross income less expenses)2014-12-31$102,690
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,297,526
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,194,836
Assets. Value of assets in partnership/joint-venture interests2014-12-31$8,687
Total contributions received or receivable from employer(s)2014-12-31$54,875
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,123
2013 : O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$178,188
Expenses. Total of all expenses incurred2013-12-31$13,257
Benefits paid (including direct rollovers)2013-12-31$3,205
Total plan assets at end of year2013-12-31$1,194,836
Total plan assets at beginning of year2013-12-31$1,029,905
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$125,325
Net income (gross income less expenses)2013-12-31$164,931
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,194,836
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,029,905
Assets. Value of assets in partnership/joint-venture interests2013-12-31$8,688
Total contributions received or receivable from employer(s)2013-12-31$52,863
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$10,052
2012 : O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$114,384
Expenses. Total of all expenses incurred2012-12-31$10,827
Benefits paid (including direct rollovers)2012-12-31$1,499
Total plan assets at end of year2012-12-31$1,029,905
Total plan assets at beginning of year2012-12-31$926,348
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$98,000
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$67,722
Net income (gross income less expenses)2012-12-31$103,557
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,029,905
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$926,348
Assets. Value of assets in partnership/joint-venture interests2012-12-31$1
Total contributions received or receivable from employer(s)2012-12-31$46,662
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$9,328
2011 : O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$74,478
Expenses. Total of all expenses incurred2011-12-31$8,528
Total plan assets at end of year2011-12-31$926,348
Total plan assets at beginning of year2011-12-31$860,398
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$-2,850
Net income (gross income less expenses)2011-12-31$65,950
Net plan assets at end of year (total assets less liabilities)2011-12-31$926,348
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$860,398
Assets. Value of assets in partnership/joint-venture interests2011-12-31$1
Total contributions received or receivable from employer(s)2011-12-31$77,328
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$8,528
2010 : O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$104,453
Expenses. Total of all expenses incurred2010-12-31$7,861
Total plan assets at end of year2010-12-31$860,398
Total plan assets at beginning of year2010-12-31$763,806
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$31,817
Net income (gross income less expenses)2010-12-31$96,592
Net plan assets at end of year (total assets less liabilities)2010-12-31$860,398
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$763,806
Assets. Value of assets in partnership/joint-venture interests2010-12-31$1
Total contributions received or receivable from employer(s)2010-12-31$72,636
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$7,861

Form 5500 Responses for O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN

2015: O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: O. JOHN ALPIZAR, PA NEW COMPARABILITY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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