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LAW OFFICE OF ALEXIS GONZALEZ, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICE OF ALEXIS GONZALEZ, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

LAW OFFICE OF ALEXIS GONZALEZ, P.A. 401(K) 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

LAW OFFICE OF ALEXIS GONZALEZ, P.A. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF ALEXIS GONZALEZ, P.A.
Employer identification number (EIN):200671091
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about LAW OFFICE OF ALEXIS GONZALEZ, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2004-02-02
Company Identification Number: P04000020649
Legal Registered Office Address: 3162 COMMODORE PLAZA

COCONUT GROVE

33133

More information about LAW OFFICE OF ALEXIS GONZALEZ, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF ALEXIS GONZALEZ, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01STACEY GONZALEZ2023-01-22
0012020-01-01STACEY GONZALEZ2021-10-12
0012019-01-01
0012018-01-01
0012017-01-01ALEXIS GONZALEZ, ESQ.2018-10-15 ALEXIS GONZALEZ, ESQ.2018-10-15
0012016-01-01ALEXIS GONZALEZ, ESQ.2018-01-31
0012015-01-01ALEXIS GONZALEZ, ESQ.2016-07-30
0012014-01-01ALEXIS GONZALEZ, ESQ.2015-10-15
0012013-01-01
0012012-01-01ALEXIS GONZALEZ2013-07-24

Plan Statistics for LAW OFFICE OF ALEXIS GONZALEZ, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LAW OFFICE OF ALEXIS GONZALEZ, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: LAW OFFICE OF ALEXIS GONZALEZ, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0110
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-019
Number of participants with account balances2021-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LAW OFFICE OF ALEXIS GONZALEZ, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019
Total number of active participants reported on line 7a of the Form 55002020-01-019
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-019
Number of participants with account balances2020-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010

Financial Data on LAW OFFICE OF ALEXIS GONZALEZ, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : LAW OFFICE OF ALEXIS GONZALEZ, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$138,987
Expenses. Total of all expenses incurred2021-12-31$14,291
Benefits paid (including direct rollovers)2021-12-31$13,327
Total plan assets at end of year2021-12-31$772,156
Total plan assets at beginning of year2021-12-31$647,460
Value of fidelity bond covering the plan2021-12-31$110,000
Total contributions received or receivable from participants2021-12-31$42,897
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$85,705
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$124,696
Net plan assets at end of year (total assets less liabilities)2021-12-31$772,156
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$647,460
Assets. Value of assets in partnership/joint-venture interests2021-12-31$100,623
Total contributions received or receivable from employer(s)2021-12-31$10,385
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$964
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : LAW OFFICE OF ALEXIS GONZALEZ, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$133,604
Expenses. Total of all expenses incurred2020-12-31$135
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$647,460
Total plan assets at beginning of year2020-12-31$513,991
Value of fidelity bond covering the plan2020-12-31$110,000
Total contributions received or receivable from participants2020-12-31$41,228
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$79,912
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$133,469
Net plan assets at end of year (total assets less liabilities)2020-12-31$647,460
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$513,991
Assets. Value of assets in partnership/joint-venture interests2020-12-31$101,973
Total contributions received or receivable from employer(s)2020-12-31$12,464
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0

Form 5500 Responses for LAW OFFICE OF ALEXIS GONZALEZ, P.A. 401(K) PROFIT SHARING PLAN

2021: LAW OFFICE OF ALEXIS GONZALEZ, P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAW OFFICE OF ALEXIS GONZALEZ, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

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