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OSCAR B. ORTIZ, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN 401k Plan overview

Plan NameOSCAR B. ORTIZ, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN
Plan identification number 002

OSCAR B. ORTIZ, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN 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
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ORTIZ QUALIFIED RETIREMENT PLAN TRUST has sponsored the creation of one or more 401k plans.

Company Name:ORTIZ QUALIFIED RETIREMENT PLAN TRUST
Employer identification number (EIN):476889994
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSCAR B. ORTIZ, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01

Plan Statistics for OSCAR B. ORTIZ, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN

401k plan membership statisitcs for OSCAR B. ORTIZ, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN

Measure Date Value
2025: OSCAR B. ORTIZ, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-081
Total number of particpants at end of year2025-09-081
Number of Participants With Account Balances2025-09-081
2024: OSCAR B. ORTIZ, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-021
Total number of particpants at end of year2024-10-021
Number of Participants With Account Balances2024-10-021
2022: OSCAR B. ORTIZ, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-161
Total number of particpants at end of year2022-10-161
Number of Participants With Account Balances2022-10-161

Financial Data on OSCAR B. ORTIZ, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN

Measure Date Value
2025 : OSCAR B. ORTIZ, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-080
Total liabilities as of the end of the plan year2025-09-080
Total liabilities as of the beginning of the plan year2025-09-080
Total expenses incurred by plan in this plan year2025-09-08139060
Net assets as of the end of the plan year2025-09-082636795
Total assets as of the beginning of the plan year2025-09-082351151
Value of plan covered by a fidelity bond2025-09-08300000
Participant contributions to plan in this plan year2025-09-080
Other expenses paid from plan in this plan year2025-09-080
Other contributions to plan in this plan year2025-09-080
Other income to plan in this plan year2025-09-08424704
Plan net income in this plan year2025-09-08285644
Net assets as of the end of the plan year2025-09-082636795
Net assets as of the beginning of the plan year2025-09-082351151
Employer contributions to plan in this plan year2025-09-080
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0843969
2024 : OSCAR B. ORTIZ, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-020
Total liabilities as of the end of the plan year2024-10-020
Total liabilities as of the beginning of the plan year2024-10-020
Total expenses incurred by plan in this plan year2024-10-02123031
Net assets as of the end of the plan year2024-10-022351151
Total assets as of the beginning of the plan year2024-10-022078467
Value of plan covered by a fidelity bond2024-10-02300000
Participant contributions to plan in this plan year2024-10-020
Other expenses paid from plan in this plan year2024-10-020
Other contributions to plan in this plan year2024-10-020
Other income to plan in this plan year2024-10-02395715
Plan net income in this plan year2024-10-02272684
Net assets as of the end of the plan year2024-10-022351151
Net assets as of the beginning of the plan year2024-10-022078467
Employer contributions to plan in this plan year2024-10-020
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0238897
2022 : OSCAR B. ORTIZ, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-160
Total liabilities as of the end of the plan year2022-10-160
Total liabilities as of the beginning of the plan year2022-10-160
Total expenses incurred by plan in this plan year2022-10-16139274
Net assets as of the end of the plan year2022-10-162635408
Total assets as of the beginning of the plan year2022-10-162380129
Value of plan covered by a fidelity bond2022-10-16300000
Participant contributions to plan in this plan year2022-10-160
Other expenses paid from plan in this plan year2022-10-1699
Other contributions to plan in this plan year2022-10-160
Other income to plan in this plan year2022-10-16394553
Plan net income in this plan year2022-10-16255279
Net assets as of the end of the plan year2022-10-162635408
Net assets as of the beginning of the plan year2022-10-162380129
Employer contributions to plan in this plan year2022-10-160
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1643970

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