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LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 401k Plan overview

Plan NameLEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST
Plan identification number 001

LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

THOMAS MELENDREZ DDS PLLC has sponsored the creation of one or more 401k plans.

Company Name:THOMAS MELENDREZ DDS PLLC
Employer identification number (EIN):475304754
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01THOMAS MELENDREZ2021-02-23 THOMAS MELENDREZ2021-02-23
0012019-01-01THOMAS MELENDREZ2020-02-18
0012018-01-01
0012017-01-01THOMAS J. MELENDREZ DDS PLLC THOMAS J. MELENDREZ DDS PLLC2018-02-02
0012017-01-01THOMAS J. MELENDREZ DDS PLLC THOMAS J. MELENDREZ DDS PLLC1918-02-02
0012016-01-01THOMAS J. MELENDREZ DDS PLLC THOMAS J. MELENDREZ DDS PLLC2017-05-15

Plan Statistics for LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST

401k plan membership statisitcs for LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST

Measure Date Value
2022: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0117
Total number of active participants reported on line 7a of the Form 55002022-01-0117
Total of all active and inactive participants2022-01-0117
Total participants2022-01-0117
Number of participants with account balances2022-01-0117
2021: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0118
Total number of active participants reported on line 7a of the Form 55002021-01-0116
Total of all active and inactive participants2021-01-0116
Total participants2021-01-0116
Number of participants with account balances2021-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0117
Total number of active participants reported on line 7a of the Form 55002020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0118
Total participants2020-01-0118
Number of participants with account balances2020-01-0118
2019: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0118
Total participants2019-01-0118
Number of participants with account balances2019-01-0117
2018: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0115
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Total of all active and inactive participants2018-01-0116
Total participants2018-01-0116
Number of participants with account balances2018-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0115
Total number of active participants reported on line 7a of the Form 55002017-01-0115
Total of all active and inactive participants2017-01-0115
Total participants2017-01-0115
Number of participants with account balances2017-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-0125
Total of all active and inactive participants2016-01-0125
Total participants2016-01-0125
Number of participants with account balances2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012

Financial Data on LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST

Measure Date Value
2022 : LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$16,011
Total income from all sources2022-12-31$-291,256
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$3,781,475
Total plan assets at beginning of year2022-12-31$4,088,742
Value of fidelity bond covering the plan2022-12-31$400,000
Total contributions received or receivable from participants2022-12-31$72,426
Other income received2022-12-31$-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 year2021-12-31$16,011
Total plan liabilities at beginning of year2021-12-31$36,117
Total income from all sources2021-12-31$1,184,510
Expenses. Total of all expenses incurred2021-12-31$4,839
Benefits paid (including direct rollovers)2021-12-31$4,839
Total plan assets at end of year2021-12-31$4,088,742
Total plan assets at beginning of year2021-12-31$2,929,177
Value of fidelity bond covering the plan2021-12-31$400,000
Total contributions received or receivable from participants2021-12-31$78,000
Other income received2021-12-31$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 year2020-12-31$36,117
Total income from all sources2020-12-31$503,748
Expenses. Total of all expenses incurred2020-12-31$259,154
Benefits paid (including direct rollovers)2020-12-31$259,154
Total plan assets at end of year2020-12-31$2,929,177
Total plan assets at beginning of year2020-12-31$2,648,466
Value of fidelity bond covering the plan2020-12-31$400,000
Total contributions received or receivable from participants2020-12-31$69,426
Other income received2020-12-31$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 sources2019-12-31$744,464
Expenses. Total of all expenses incurred2019-12-31$7,680
Benefits paid (including direct rollovers)2019-12-31$7,680
Total plan assets at end of year2019-12-31$2,648,466
Total plan assets at beginning of year2019-12-31$1,911,682
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$70,600
Other income received2019-12-31$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 sources2018-12-31$100,855
Expenses. Total of all expenses incurred2018-12-31$7,593
Benefits paid (including direct rollovers)2018-12-31$7,593
Total plan assets at end of year2018-12-31$1,911,682
Total plan assets at beginning of year2018-12-31$1,818,420
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$33,922
Other income received2018-12-31$-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 sources2017-12-31$441,918
Total plan assets at end of year2017-12-31$1,818,420
Total plan assets at beginning of year2017-12-31$1,376,502
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$74,292
Other income received2017-12-31$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 sources2016-12-31$296,555
Expenses. Total of all expenses incurred2016-12-31$433,110
Benefits paid (including direct rollovers)2016-12-31$433,110
Total plan assets at end of year2016-12-31$1,376,502
Total plan assets at beginning of year2016-12-31$1,513,057
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$65,125
Other income received2016-12-31$133,615
Net income (gross income less expenses)2016-12-31$-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

Form 5500 Responses for LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST

2022: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEE & MELENDREZ PROFIT-SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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