MARTINEZ & ASSOCIATES, CPA, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T
401k plan membership statisitcs for MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T
| Measure | Date | Value |
|---|
| 2014: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 1 |
| Total of all active and inactive participants | 2014-07-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 6 |
| Number of participants with account balances | 2014-07-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
| Total of all active and inactive participants | 2013-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 5 |
| Number of participants with account balances | 2013-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $55,997 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $1,040 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $960 |
| Total plan assets at end of year | 2015-06-30 | $369,038 |
| Total plan assets at beginning of year | 2015-06-30 | $314,081 |
| Value of fidelity bond covering the plan | 2015-06-30 | $25,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $33,550 |
| Other income received | 2015-06-30 | $9,447 |
| Net income (gross income less expenses) | 2015-06-30 | $54,957 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $369,038 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $314,081 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $13,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $80 |
| 2014 : MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $73,753 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $3,356 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $3,246 |
| Total plan assets at end of year | 2014-06-30 | $314,081 |
| Total plan assets at beginning of year | 2014-06-30 | $243,684 |
| Value of fidelity bond covering the plan | 2014-06-30 | $25,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $29,515 |
| Other income received | 2014-06-30 | $31,238 |
| Net income (gross income less expenses) | 2014-06-30 | $70,397 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $314,081 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $243,684 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $13,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $110 |
| 2014: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
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