JORGE MUNDO LOPEZ has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JORGE MUNDO LOPEZ MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2012: JORGE MUNDO LOPEZ MONEY PURCHASE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 4 |
| 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 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2012 : JORGE MUNDO LOPEZ MONEY PURCHASE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $98,556 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $65,573 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $65,573 |
| Total plan assets at end of year | 2012-12-31 | $402,145 |
| Total plan assets at beginning of year | 2012-12-31 | $369,162 |
| Other income received | 2012-12-31 | $53,056 |
| Net income (gross income less expenses) | 2012-12-31 | $32,983 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $402,145 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $369,162 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $45,500 |
| 2011 : JORGE MUNDO LOPEZ MONEY PURCHASE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $44,946 |
| Total plan assets at end of year | 2011-12-31 | $367,162 |
| Total plan assets at beginning of year | 2011-12-31 | $322,216 |
| Other income received | 2011-12-31 | $44,946 |
| Net income (gross income less expenses) | 2011-12-31 | $44,946 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $367,162 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $322,216 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| 2012: JORGE MUNDO LOPEZ MONEY PURCHASE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | First time form 5500 has been submitted | Yes |
| 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 is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
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