LAW OFFICES OF ALEJO LUGO & AS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LAW OFFICES OF ALEJO LUGO AS 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for LAW OFFICES OF ALEJO LUGO AS 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025: LAW OFFICES OF ALEJO LUGO AS 401 K PROFIT SHARING PLAN TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-04-07 | 27 |
| Total number of particpants at end of year | 2025-04-07 | 25 |
| Number of Participants With Account Balances | 2025-04-07 | 16 |
| 2024: LAW OFFICES OF ALEJO LUGO AS 401 K PROFIT SHARING PLAN TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-09 | 24 |
| Total number of particpants at end of year | 2024-07-09 | 27 |
| Number of Participants With Account Balances | 2024-07-09 | 16 |
| 2022: LAW OFFICES OF ALEJO LUGO AS 401 K PROFIT SHARING PLAN TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-15 | 22 |
| Total number of particpants at end of year | 2022-06-15 | 25 |
| Number of Participants With Account Balances | 2022-06-15 | 16 |
| 2014: LAW OFFICES OF ALEJO LUGO AS 401 K PROFIT SHARING PLAN TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 5 |
| Number of participants with account balances | 2014-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : LAW OFFICES OF ALEJO LUGO AS 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-07 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-07 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-07 | 90 |
| Net assets as of the end of the plan year | 2025-04-07 | 747872 |
| Total assets as of the beginning of the plan year | 2025-04-07 | 565396 |
| Participant contributions to plan in this plan year | 2025-04-07 | 34418 |
| Other expenses paid from plan in this plan year | 2025-04-07 | 0 |
| Other contributions to plan in this plan year | 2025-04-07 | 0 |
| Other income to plan in this plan year | 2025-04-07 | 143764 |
| Plan net income in this plan year | 2025-04-07 | 182476 |
| Net assets as of the end of the plan year | 2025-04-07 | 747872 |
| Net assets as of the beginning of the plan year | 2025-04-07 | 565396 |
| Employer contributions to plan in this plan year | 2025-04-07 | 4384 |
| Fees paid to broker by Benefit Provider | 2025-04-07 | 3230 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-07 | 90 |
| 2024 : LAW OFFICES OF ALEJO LUGO AS 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-09 | 120 |
| Net assets as of the end of the plan year | 2024-07-09 | 565396 |
| Total assets as of the beginning of the plan year | 2024-07-09 | 432778 |
| Participant contributions to plan in this plan year | 2024-07-09 | 33369 |
| Other expenses paid from plan in this plan year | 2024-07-09 | 0 |
| Other contributions to plan in this plan year | 2024-07-09 | 0 |
| Other income to plan in this plan year | 2024-07-09 | 94665 |
| Plan net income in this plan year | 2024-07-09 | 132618 |
| Net assets as of the end of the plan year | 2024-07-09 | 565396 |
| Net assets as of the beginning of the plan year | 2024-07-09 | 432778 |
| Employer contributions to plan in this plan year | 2024-07-09 | 4704 |
| Fees paid to broker by Benefit Provider | 2024-07-09 | 4668 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-09 | 120 |
| 2022 : LAW OFFICES OF ALEJO LUGO AS 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-15 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-15 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-15 | 799 |
| Net assets as of the end of the plan year | 2022-06-15 | 502141 |
| Total assets as of the beginning of the plan year | 2022-06-15 | 371817 |
| Participant contributions to plan in this plan year | 2022-06-15 | 28643 |
| Other expenses paid from plan in this plan year | 2022-06-15 | 0 |
| Other contributions to plan in this plan year | 2022-06-15 | 0 |
| Other income to plan in this plan year | 2022-06-15 | 98671 |
| Plan net income in this plan year | 2022-06-15 | 130324 |
| Net assets as of the end of the plan year | 2022-06-15 | 502141 |
| Net assets as of the beginning of the plan year | 2022-06-15 | 371817 |
| Employer contributions to plan in this plan year | 2022-06-15 | 3809 |
| Fees paid to broker by Benefit Provider | 2022-06-15 | 4231 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-15 | 120 |
| 2014 : LAW OFFICES OF ALEJO LUGO AS 401 K PROFIT SHARING PLAN TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $56,258 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $56,258 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Value of fidelity bond covering the plan | 2014-12-31 | $0 |
| Total contributions received or receivable from participants | 2014-12-31 | $17,878 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $38,380 |
| Net income (gross income less expenses) | 2014-12-31 | $56,258 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $56,258 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
