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
| Measure | Date | Value |
|---|
| 2024 : LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $1,497,974 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $55,736 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $55,736 |
| Total plan assets at end of year | 2024-01-01 | $6,267,714 |
| Total plan assets at beginning of year | 2024-01-01 | $4,825,476 |
| Value of fidelity bond covering the plan | 2024-01-01 | $400,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $70,768 |
| Other income received | 2024-01-01 | $1,259,943 |
| Net income (gross income less expenses) | 2024-01-01 | $1,442,238 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $6,267,714 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $4,825,476 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $167,263 |
| 2023 : LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $1,115,714 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $71,713 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $71,713 |
| Total plan assets at end of year | 2023-12-31 | $4,825,476 |
| Total plan assets at beginning of year | 2023-12-31 | $3,781,475 |
| Value of fidelity bond covering the plan | 2023-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $78,426 |
| Other income received | 2023-12-31 | $930,442 |
| Net income (gross income less expenses) | 2023-12-31 | $1,044,001 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,825,476 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,781,475 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $106,846 |
| 2022 : LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
| 2023: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2022 form 5500 responses |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
