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CARLOS A. CRUZ, MD, P.C. PROFIT SHARING 401K PLAN & TRUST 401k Plan overview

Plan NameCARLOS A. CRUZ, MD, P.C. PROFIT SHARING 401K PLAN & TRUST
Plan identification number 001

CARLOS A. CRUZ, MD, P.C. PROFIT SHARING 401K PLAN & TRUST 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

CARLOS A. CRUZ, MD, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CARLOS A. CRUZ, MD, P.C.
Employer identification number (EIN):203427633
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARLOS A. CRUZ, MD, P.C. PROFIT SHARING 401K PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01CARLOS A. CRUZ, M.D.2015-09-24
0012013-01-01
0012012-01-01CARLOS A. CRUZ, PRESIDENT2013-07-24 CARLOS A. CRUZ, PRESIDENT2013-07-24
0012011-01-01CARLOS A. CRUZ, PRESIDENT2012-08-31 CARLOS A. CRUZ, PRESIDENT2012-08-31
0012010-01-01CARLOS A. CRUZ, PRESIDENT2011-10-06 CARLOS A. CRUZ, PRESIDENT2011-10-06
0012009-01-01CARLOS A. CRUZ, PRESIDENT CARLOS A. CRUZ, PRESIDENT2010-07-30
0012009-01-01CARLOS A. CRUZ, PRESIDENT CARLOS A. CRUZ, PRESIDENT2010-07-30

Financial Data on CARLOS A. CRUZ, MD, P.C. PROFIT SHARING 401K PLAN & TRUST

Measure Date Value
2025 : CARLOS A. CRUZ, MD, P.C. PROFIT SHARING 401K PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1419299
Net assets as of the end of the plan year2025-07-141664953
Total assets as of the beginning of the plan year2025-07-141425068
Value of plan covered by a fidelity bond2025-07-14170000
Participant contributions to plan in this plan year2025-07-1444742
Other income to plan in this plan year2025-07-14155315
Plan net income in this plan year2025-07-14239885
Net assets as of the end of the plan year2025-07-141664953
Net assets as of the beginning of the plan year2025-07-141425068
Employer contributions to plan in this plan year2025-07-1459127
Fees paid to broker by Benefit Provider2025-07-148914
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-14335
2024 : CARLOS A. CRUZ, MD, P.C. PROFIT SHARING 401K PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2417371
Net assets as of the end of the plan year2024-07-241425068
Total assets as of the beginning of the plan year2024-07-241189560
Value of plan covered by a fidelity bond2024-07-24118996
Participant contributions to plan in this plan year2024-07-2460194
Other income to plan in this plan year2024-07-24148419
Plan net income in this plan year2024-07-24235508
Net assets as of the end of the plan year2024-07-241425068
Net assets as of the beginning of the plan year2024-07-241189560
Employer contributions to plan in this plan year2024-07-2444266
Fees paid to broker by Benefit Provider2024-07-247394
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-24150
2022 : CARLOS A. CRUZ, MD, P.C. PROFIT SHARING 401K PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-121059
Net assets as of the end of the plan year2022-10-121356193
Total assets as of the beginning of the plan year2022-10-121115449
Value of plan covered by a fidelity bond2022-10-12135620
Participant contributions to plan in this plan year2022-10-1261755
Other income to plan in this plan year2022-10-12114323
Plan net income in this plan year2022-10-12240744
Net assets as of the end of the plan year2022-10-121356193
Net assets as of the beginning of the plan year2022-10-121115449
Employer contributions to plan in this plan year2022-10-1265725
Fees paid to broker by Benefit Provider2022-10-127278
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-12878

Form 5500 Responses for CARLOS A. CRUZ, MD, P.C. PROFIT SHARING 401K PLAN & TRUST

2009: CARLOS A. CRUZ, MD, P.C. PROFIT SHARING 401K PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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