THOMAS MELENDREZ DDS PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST
401k plan membership statisitcs for LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST
Measure | Date | Value |
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2022: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 17 |
Total of all active and inactive participants | 2022-01-01 | 17 |
Total participants | 2022-01-01 | 17 |
Number of participants with account balances | 2022-01-01 | 17 |
2021: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 16 |
Total of all active and inactive participants | 2021-01-01 | 16 |
Total participants | 2021-01-01 | 16 |
Number of participants with account balances | 2021-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 18 |
Total participants | 2020-01-01 | 18 |
Number of participants with account balances | 2020-01-01 | 18 |
2019: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 18 |
Total participants | 2019-01-01 | 18 |
Number of participants with account balances | 2019-01-01 | 17 |
2018: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16 |
Total of all active and inactive participants | 2018-01-01 | 16 |
Total participants | 2018-01-01 | 16 |
Number of participants with account balances | 2018-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15 |
Total of all active and inactive participants | 2017-01-01 | 15 |
Total participants | 2017-01-01 | 15 |
Number of participants with account balances | 2017-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 25 |
Total of all active and inactive participants | 2016-01-01 | 25 |
Total participants | 2016-01-01 | 25 |
Number of participants with account balances | 2016-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
Measure | Date | Value |
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2022 : LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $16,011 |
Total income from all sources | 2022-12-31 | $-291,256 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $3,781,475 |
Total plan assets at beginning of year | 2022-12-31 | $4,088,742 |
Value of fidelity bond covering the plan | 2022-12-31 | $400,000 |
Total contributions received or receivable from participants | 2022-12-31 | $72,426 |
Other income received | 2022-12-31 | $-461,523 |
Net income (gross income less expenses) | 2022-12-31 | $-291,256 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,781,475 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,072,731 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $97,841 |
2021 : LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $16,011 |
Total plan liabilities at beginning of year | 2021-12-31 | $36,117 |
Total income from all sources | 2021-12-31 | $1,184,510 |
Expenses. Total of all expenses incurred | 2021-12-31 | $4,839 |
Benefits paid (including direct rollovers) | 2021-12-31 | $4,839 |
Total plan assets at end of year | 2021-12-31 | $4,088,742 |
Total plan assets at beginning of year | 2021-12-31 | $2,929,177 |
Value of fidelity bond covering the plan | 2021-12-31 | $400,000 |
Total contributions received or receivable from participants | 2021-12-31 | $78,000 |
Other income received | 2021-12-31 | $1,047,916 |
Net income (gross income less expenses) | 2021-12-31 | $1,179,671 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,072,731 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,893,060 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $58,594 |
2020 : LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $36,117 |
Total income from all sources | 2020-12-31 | $503,748 |
Expenses. Total of all expenses incurred | 2020-12-31 | $259,154 |
Benefits paid (including direct rollovers) | 2020-12-31 | $259,154 |
Total plan assets at end of year | 2020-12-31 | $2,929,177 |
Total plan assets at beginning of year | 2020-12-31 | $2,648,466 |
Value of fidelity bond covering the plan | 2020-12-31 | $400,000 |
Total contributions received or receivable from participants | 2020-12-31 | $69,426 |
Other income received | 2020-12-31 | $330,810 |
Net income (gross income less expenses) | 2020-12-31 | $244,594 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,893,060 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,648,466 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $103,512 |
2019 : LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $744,464 |
Expenses. Total of all expenses incurred | 2019-12-31 | $7,680 |
Benefits paid (including direct rollovers) | 2019-12-31 | $7,680 |
Total plan assets at end of year | 2019-12-31 | $2,648,466 |
Total plan assets at beginning of year | 2019-12-31 | $1,911,682 |
Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
Total contributions received or receivable from participants | 2019-12-31 | $70,600 |
Other income received | 2019-12-31 | $569,844 |
Net income (gross income less expenses) | 2019-12-31 | $736,784 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,648,466 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,911,682 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $104,020 |
2018 : LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $100,855 |
Expenses. Total of all expenses incurred | 2018-12-31 | $7,593 |
Benefits paid (including direct rollovers) | 2018-12-31 | $7,593 |
Total plan assets at end of year | 2018-12-31 | $1,911,682 |
Total plan assets at beginning of year | 2018-12-31 | $1,818,420 |
Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
Total contributions received or receivable from participants | 2018-12-31 | $33,922 |
Other income received | 2018-12-31 | $-82,967 |
Net income (gross income less expenses) | 2018-12-31 | $93,262 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,911,682 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,818,420 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $149,900 |
2017 : LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $441,918 |
Total plan assets at end of year | 2017-12-31 | $1,818,420 |
Total plan assets at beginning of year | 2017-12-31 | $1,376,502 |
Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
Total contributions received or receivable from participants | 2017-12-31 | $74,292 |
Other income received | 2017-12-31 | $265,884 |
Net income (gross income less expenses) | 2017-12-31 | $441,918 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,818,420 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,376,502 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $101,742 |
2016 : LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $296,555 |
Expenses. Total of all expenses incurred | 2016-12-31 | $433,110 |
Benefits paid (including direct rollovers) | 2016-12-31 | $433,110 |
Total plan assets at end of year | 2016-12-31 | $1,376,502 |
Total plan assets at beginning of year | 2016-12-31 | $1,513,057 |
Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
Total contributions received or receivable from participants | 2016-12-31 | $65,125 |
Other income received | 2016-12-31 | $133,615 |
Net income (gross income less expenses) | 2016-12-31 | $-136,555 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,376,502 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,513,057 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $97,815 |
2022: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |