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| Plan Name | LAW OFFICES OF CARLOS A. CRUZ 401(K) PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | LAW OFFICES OF CARLOS A. CRUZ PROFESSIONAL LAW CORPORATION |
| Employer identification number (EIN): | 061669751 |
| 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 |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | PATRICIA GONZALES | 2024-10-15 | ||
| 001 | 2022-01-01 | CARLOS CRUZ | 2023-05-30 | ||
| 001 | 2021-01-01 | CARLOS CRUZ | 2022-07-01 | ||
| 001 | 2020-01-01 | DIANE SPRINGER | 2021-06-04 | ||
| 001 | 2019-01-01 | DIANE SPRINGER | 2020-08-27 | ||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2024 : LAW OFFICES OF CARLOS A. CRUZ 401(K) PLAN AND TRUST 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-15 | 16543 |
| Net assets as of the end of the plan year | 2024-10-15 | 617949 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 443949 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 45000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 63955 |
| Other income to plan in this plan year | 2024-10-15 | 90497 |
| Plan net income in this plan year | 2024-10-15 | 174000 |
| Net assets as of the end of the plan year | 2024-10-15 | 617949 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 443949 |
| Employer contributions to plan in this plan year | 2024-10-15 | 36091 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 2467 |
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