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DANIEL JAMES GARCIA 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameDANIEL JAMES GARCIA 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

DANIEL JAMES GARCIA 401 K PROFIT SHARING PLAN TRUST 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

DANIEL JAMES GARCIA has sponsored the creation of one or more 401k plans.

Company Name:DANIEL JAMES GARCIA
Employer identification number (EIN):260324502
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL JAMES GARCIA 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANIEL JAMES GARCIA2024-07-23
0012022-01-01DANIEL JAMES GARCIA2023-05-31
0012021-01-01DANIEL J GARCIA2022-04-14
0012020-01-01JAMES GARCIA2021-05-10
0012019-01-01DANIEL J GARCIA2020-06-22
0012018-01-01DANIEL JAMES GARCIA2019-07-30
0012017-01-01DANIEL GARCIA2018-07-10
0012016-01-01DANIEL J GARCIA2017-07-14
0012014-01-01DANIEL JAMES GARCIA2015-08-02
0012013-01-01DANIEL JAMES GARCIA2014-07-09
0012012-01-01DANIEL JAMES GARCIA2013-07-08
0012011-01-01DANIEL JAMES GARCIA2012-06-06

Plan Statistics for DANIEL JAMES GARCIA 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for DANIEL JAMES GARCIA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: DANIEL JAMES GARCIA 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-0215
Total number of particpants at end of year2025-06-0216
Number of Participants With Account Balances2025-06-0214
2024: DANIEL JAMES GARCIA 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-2313
Total number of particpants at end of year2024-07-2314
Number of Participants With Account Balances2024-07-2312
2022: DANIEL JAMES GARCIA 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-04-1411
Total number of particpants at end of year2022-04-1411
Number of Participants With Account Balances2022-04-1410

Financial Data on DANIEL JAMES GARCIA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : DANIEL JAMES GARCIA 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-020
Total liabilities as of the end of the plan year2025-06-020
Total liabilities as of the beginning of the plan year2025-06-020
Total expenses incurred by plan in this plan year2025-06-02120
Net assets as of the end of the plan year2025-06-02204599
Total assets as of the beginning of the plan year2025-06-02133482
Value of plan covered by a fidelity bond2025-06-0220000
Participant contributions to plan in this plan year2025-06-0228624
Value of participant loans at end of plan year2025-06-02724
Other expenses paid from plan in this plan year2025-06-020
Other contributions to plan in this plan year2025-06-020
Other income to plan in this plan year2025-06-0226275
Plan net income in this plan year2025-06-0271117
Net assets as of the end of the plan year2025-06-02204599
Net assets as of the beginning of the plan year2025-06-02133482
Employer contributions to plan in this plan year2025-06-0216338
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-02120
2024 : DANIEL JAMES GARCIA 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-2360
Net assets as of the end of the plan year2024-07-23133482
Total assets as of the beginning of the plan year2024-07-2373124
Value of plan covered by a fidelity bond2024-07-2320000
Participant contributions to plan in this plan year2024-07-2325272
Value of participant loans at end of plan year2024-07-23921
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-2320778
Plan net income in this plan year2024-07-2360358
Net assets as of the end of the plan year2024-07-23133482
Net assets as of the beginning of the plan year2024-07-2373124
Employer contributions to plan in this plan year2024-07-2314368
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2360
2022 : DANIEL JAMES GARCIA 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-140
Total liabilities as of the end of the plan year2022-04-140
Total liabilities as of the beginning of the plan year2022-04-140
Total expenses incurred by plan in this plan year2022-04-145341
Net assets as of the end of the plan year2022-04-1454603
Total assets as of the beginning of the plan year2022-04-1431253
Value of plan covered by a fidelity bond2022-04-1420000
Participant contributions to plan in this plan year2022-04-1413922
Other expenses paid from plan in this plan year2022-04-140
Other contributions to plan in this plan year2022-04-140
Other income to plan in this plan year2022-04-146243
Plan net income in this plan year2022-04-1423350
Net assets as of the end of the plan year2022-04-1454603
Net assets as of the beginning of the plan year2022-04-1431253
Employer contributions to plan in this plan year2022-04-148526
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-1475

Potentially related plans

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