| Plan Name | JJ LUGO ENTERPRISES, INC. RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JJ LUGO ENTERPRISES, INC. |
| Employer identification number (EIN): | 460972007 |
| NAIC Classification: | 713900 |
Additional information about JJ LUGO ENTERPRISES, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2012-09-12 |
| Company Identification Number: | P12000077743 |
| Legal Registered Office Address: |
14202 HOMOSASSA ST TAMPA 33613 |
More information about JJ LUGO ENTERPRISES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | FRANCISCO J. LUGO | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | FRANCISCO J. LUGO | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | FRANCISCO J. LUGO | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | FRANCISCO J. LUGO | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | FRANCISCO J. LUGO | |||
| 001 | 2016-01-01 | FRANCISCO J. LUGO | |||
| 001 | 2015-01-01 | FRANCISCO J. LUGO | |||
| 001 | 2014-01-01 | FRANCISCO J. LUGO | |||
| 001 | 2013-01-01 | FRANCISCO J. LUGO | |||
| 001 | 2012-09-13 | FRANCISCO J. LUGO |
| Measure | Date | Value |
|---|---|---|
| 2024 : JJ LUGO ENTERPRISES, INC. RETIREMENT PLAN 2024 401k financial data | ||
| Total income from all sources | 2024-01-01 | $-122,139 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $0 |
| Total plan assets at end of year | 2024-01-01 | $267,449 |
| Total plan assets at beginning of year | 2024-01-01 | $389,588 |
| Other income received | 2024-01-01 | $-122,139 |
| Net income (gross income less expenses) | 2024-01-01 | $-122,139 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $267,449 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $389,588 |
| Assets. Value of employer securities | 2024-01-01 | $267,449 |
| 2023 : JJ LUGO ENTERPRISES, INC. RETIREMENT PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $-88,356 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $389,588 |
| Total plan assets at beginning of year | 2023-12-31 | $477,944 |
| Value of fidelity bond covering the plan | 2023-12-31 | $80,000 |
| Other income received | 2023-12-31 | $-88,356 |
| Net income (gross income less expenses) | 2023-12-31 | $-88,356 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $389,588 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $477,944 |
| Assets. Value of employer securities | 2023-12-31 | $389,588 |
| 2022 : JJ LUGO ENTERPRISES, INC. RETIREMENT PLAN 2022 401k financial data | ||
| Total income from all sources | 2022-12-31 | $-72,392 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $477,944 |
| Total plan assets at beginning of year | 2022-12-31 | $550,336 |
| Value of fidelity bond covering the plan | 2022-12-31 | $80,000 |
| Other income received | 2022-12-31 | $-72,392 |
| Net income (gross income less expenses) | 2022-12-31 | $-72,392 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $477,944 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $550,336 |
| Assets. Value of employer securities | 2022-12-31 | $477,944 |
| 2021 : JJ LUGO ENTERPRISES, INC. RETIREMENT PLAN 2021 401k financial data | ||
| Total income from all sources | 2021-12-31 | $110,575 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $550,336 |
| Total plan assets at beginning of year | 2021-12-31 | $439,761 |
| Value of fidelity bond covering the plan | 2021-12-31 | $80,000 |
| Other income received | 2021-12-31 | $110,575 |
| Net income (gross income less expenses) | 2021-12-31 | $110,575 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $550,336 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $439,761 |
| Assets. Value of employer securities | 2021-12-31 | $550,336 |
| 2020 : JJ LUGO ENTERPRISES, INC. RETIREMENT PLAN 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $-300,968 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $439,761 |
| Total plan assets at beginning of year | 2020-12-31 | $740,729 |
| Value of fidelity bond covering the plan | 2020-12-31 | $80,000 |
| Other income received | 2020-12-31 | $-300,968 |
| Net income (gross income less expenses) | 2020-12-31 | $-300,968 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $439,761 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $740,729 |
| Assets. Value of employer securities | 2020-12-31 | $439,761 |
| 2019 : JJ LUGO ENTERPRISES, INC. RETIREMENT PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $7,971 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $740,729 |
| Total plan assets at beginning of year | 2019-12-31 | $732,758 |
| Value of fidelity bond covering the plan | 2019-12-31 | $80,000 |
| Other income received | 2019-12-31 | $7,971 |
| Net income (gross income less expenses) | 2019-12-31 | $7,971 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $740,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $732,758 |
| Assets. Value of employer securities | 2019-12-31 | $740,729 |
| 2018 : JJ LUGO ENTERPRISES, INC. RETIREMENT PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $-39,596 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $732,758 |
| Total plan assets at beginning of year | 2018-12-31 | $772,354 |
| Value of fidelity bond covering the plan | 2018-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-39,596 |
| Net income (gross income less expenses) | 2018-12-31 | $-39,596 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $732,758 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $772,354 |
| Assets. Value of employer securities | 2018-12-31 | $732,758 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : JJ LUGO ENTERPRISES, INC. RETIREMENT PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $34,372 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $772,354 |
| Total plan assets at beginning of year | 2017-12-31 | $737,982 |
| Value of fidelity bond covering the plan | 2017-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $34,372 |
| Net income (gross income less expenses) | 2017-12-31 | $34,372 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $772,354 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $737,982 |
| Assets. Value of employer securities | 2017-12-31 | $772,354 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : JJ LUGO ENTERPRISES, INC. RETIREMENT PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $162,633 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $737,982 |
| Total plan assets at beginning of year | 2016-12-31 | $575,349 |
| Value of fidelity bond covering the plan | 2016-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $162,633 |
| Net income (gross income less expenses) | 2016-12-31 | $162,633 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $737,982 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $575,349 |
| Assets. Value of employer securities | 2016-12-31 | $737,982 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : JJ LUGO ENTERPRISES, INC. RETIREMENT PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $158,880 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $575,349 |
| Total plan assets at beginning of year | 2015-12-31 | $416,469 |
| Value of fidelity bond covering the plan | 2015-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $158,880 |
| Net income (gross income less expenses) | 2015-12-31 | $158,880 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $575,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $416,469 |
| Assets. Value of employer securities | 2015-12-31 | $575,349 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : JJ LUGO ENTERPRISES, INC. RETIREMENT PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $318,057 |
| Total plan assets at end of year | 2014-12-31 | $416,469 |
| Total plan assets at beginning of year | 2014-12-31 | $98,412 |
| Value of fidelity bond covering the plan | 2014-12-31 | $20,000 |
| Other income received | 2014-12-31 | $318,057 |
| Net income (gross income less expenses) | 2014-12-31 | $318,057 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $416,469 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $98,412 |
| Assets. Value of employer securities | 2014-12-31 | $416,469 |
| 2013 : JJ LUGO ENTERPRISES, INC. RETIREMENT PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $23,957 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $98,412 |
| Total plan assets at beginning of year | 2013-12-31 | $74,455 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $23,957 |
| Net income (gross income less expenses) | 2013-12-31 | $23,957 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $98,412 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $74,455 |
| Assets. Value of employer securities | 2013-12-31 | $98,412 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : JJ LUGO ENTERPRISES, INC. RETIREMENT PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $74,480 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $25 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $74,455 |
| Total plan assets at beginning of year | 2012-12-31 | $0 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $111,604 |
| Other income received | 2012-12-31 | $-37,124 |
| Net income (gross income less expenses) | 2012-12-31 | $74,455 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $74,455 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
| Assets. Value of employer securities | 2012-12-31 | $74,455 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $25 |