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VALDEZ, DE LA O & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameVALDEZ, DE LA O & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number 001

VALDEZ, DE LA O & ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Life insurance

401k Sponsoring company profile

VALDEZ, DE LA O & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:VALDEZ, DE LA O & ASSOCIATES, INC.
Employer identification number (EIN):850308642
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALDEZ, DE LA O & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01ALBERT A VALDEZ2023-07-01 ALBERT A VALDEZ2023-07-01
0012021-10-01ALBERT A VALDEZ2022-11-29 ALBERT A VALDEZ2022-11-29
0012020-10-01ALBERT A VALDEZ2021-12-15 ALBERT A VALDEZ2021-12-15
0012019-10-01ALBERT VALDEZ2021-04-12 ALBERT VALDEZ2021-04-12
0012018-10-01ALBERT VALDEZ2020-01-24 ALBERT VALDEZ2020-01-24
0012017-10-01ALBERT VALDEZ2019-03-04 ALBERT VALDEZ2019-03-04
0012016-10-01ALBERT VALDEZ2017-11-28 ALBERT VALDEZ2017-11-28
0012015-10-01ALBERT VALDEZ2016-11-27 ALBERT VALDEZ2016-11-27
0012014-10-01ALBERT VALDEZ2016-03-31 ALBERT VALDEZ2016-03-31
0012013-10-01ALBERT VALDEZ2014-11-13 ALBERT VALDEZ2014-11-13
0012012-10-01ALBERT VALDEZ2013-12-02 ALBERT VALDEZ2013-12-02
0012011-10-01ALBERT VALDEZ2013-04-10 ALBERT VALDEZ2013-04-10
0012010-10-01ALBERT VALDEZ2012-06-15 ALBERT VALDEZ2012-06-15

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