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DRS MCINTYRE & GARZA EMPLOYEE BENEFIT PLAN TRUST 401k Plan overview

Plan NameDRS MCINTYRE & GARZA EMPLOYEE BENEFIT PLAN TRUST
Plan identification number 505

DRS MCINTYRE & GARZA EMPLOYEE BENEFIT PLAN TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

DRS. MCINTYRE & GARZA, PLLC has sponsored the creation of one or more 401k plans.

Company Name:DRS. MCINTYRE & GARZA, PLLC
Employer identification number (EIN):742549975
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Additional information about DRS. MCINTYRE & GARZA, PLLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2014-08-07
Company Identification Number: 0802041621
Legal Registered Office Address: 5488 S PADRE ISLAND DR STE 2042

CORPUS CHRISTI
United States of America (USA)
78411

More information about DRS. MCINTYRE & GARZA, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRS MCINTYRE & GARZA EMPLOYEE BENEFIT PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052019-01-01
5052018-01-01EDWARD GARZA

Plan Statistics for DRS MCINTYRE & GARZA EMPLOYEE BENEFIT PLAN TRUST

401k plan membership statisitcs for DRS MCINTYRE & GARZA EMPLOYEE BENEFIT PLAN TRUST

Measure Date Value
2019: DRS MCINTYRE & GARZA EMPLOYEE BENEFIT PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-010
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
2018: DRS MCINTYRE & GARZA EMPLOYEE BENEFIT PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0140
Total number of active participants reported on line 7a of the Form 55002018-01-0135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0135

Financial Data on DRS MCINTYRE & GARZA EMPLOYEE BENEFIT PLAN TRUST

Measure Date Value
2019 : DRS MCINTYRE & GARZA EMPLOYEE BENEFIT PLAN TRUST 2019 401k financial data
Total income from all sources2019-12-31$19,125
Expenses. Total of all expenses incurred2019-12-31$19,125
Benefits paid (including direct rollovers)2019-12-31$12,515
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$0
Value of fidelity bond covering the plan2019-12-31$100,000
Expenses. Other expenses not covered elsewhere2019-12-31$6,610
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$19,125
2018 : DRS MCINTYRE & GARZA EMPLOYEE BENEFIT PLAN TRUST 2018 401k financial data
Total income from all sources2018-12-31$307,987
Expenses. Total of all expenses incurred2018-12-31$307,987
Benefits paid (including direct rollovers)2018-12-31$276,934
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$0
Value of fidelity bond covering the plan2018-12-31$100,000
Expenses. Other expenses not covered elsewhere2018-12-31$31,053
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$307,987

Form 5500 Responses for DRS MCINTYRE & GARZA EMPLOYEE BENEFIT PLAN TRUST

2019: DRS MCINTYRE & GARZA EMPLOYEE BENEFIT PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DRS MCINTYRE & GARZA EMPLOYEE BENEFIT PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 )
Policy contract number08740
Policy instance 1
Insurance contract or identification number08740
Number of Individuals Covered37
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $145,973
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3

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