401k Plan data: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T plan

MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 401k Plan overview

Plan Name	MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T
Plan identification number	002

MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Stock bonus
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

MARTINEZ & ASSOCIATES, CPA, P.A. has sponsored the creation of one or more 401k plans.

Company Name: MARTINEZ & ASSOCIATES, CPA, P.A.

Employer identification number (EIN): 591538635

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01 JORGE L. MARTINEZ JORGE L. MARTINEZ 2018-08-28
002 2016-07-01 JORGE L. MARTINEZ JORGE L. MARTINEZ 2017-08-24
002 2015-07-01 JORGE L. MARTINEZ JORGE L. MARTINEZ 2016-08-29
002 2014-07-01 JORGE L. MARTINEZ JORGE L. MARTINEZ 2016-05-09
002 2013-07-01 JORGE L. MARTINEZ JORGE L. MARTINEZ 2016-05-09
002 2012-07-01 JORGE MARTINEZ JORGE MARTINEZ 2013-09-10
002 2011-07-01 JORGE MARTINEZ JORGE MARTINEZ 2012-12-12
002 2010-07-01 JORGE MARTINEZ JORGE MARTINEZ 2011-12-14
002 2009-07-01 JORGE MARTINEZ JORGE MARTINEZ 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01	JORGE L. MARTINEZ	JORGE L. MARTINEZ	2018-08-28
002	2016-07-01	JORGE L. MARTINEZ	JORGE L. MARTINEZ	2017-08-24
002	2015-07-01	JORGE L. MARTINEZ	JORGE L. MARTINEZ	2016-08-29
002	2014-07-01	JORGE L. MARTINEZ	JORGE L. MARTINEZ	2016-05-09
002	2013-07-01	JORGE L. MARTINEZ	JORGE L. MARTINEZ	2016-05-09
002	2012-07-01	JORGE MARTINEZ	JORGE MARTINEZ	2013-09-10
002	2011-07-01	JORGE MARTINEZ	JORGE MARTINEZ	2012-12-12
002	2010-07-01	JORGE MARTINEZ	JORGE MARTINEZ	2011-12-14
002	2009-07-01	JORGE MARTINEZ	JORGE MARTINEZ	2010-10-14

Plan Statistics for MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T

401k plan membership statisitcs for MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T

Measure Date Value
2022: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2022 401k membership
Total participants, beginning-of-year 2022-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 0
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 0
Total of all active and inactive participants 2022-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 0
Number of participants with account balances 2022-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2021 401k membership
Total participants, beginning-of-year 2021-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 5
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 5
Number of participants with account balances 2021-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2020 401k membership
Total participants, beginning-of-year 2020-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 5
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 5
Number of participants with account balances 2020-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2019 401k membership
Total participants, beginning-of-year 2019-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 5
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 5
Number of participants with account balances 2019-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 1
2018: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2018 401k membership
Total participants, beginning-of-year 2018-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 5
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 2
Total of all active and inactive participants 2018-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 7
Number of participants with account balances 2018-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 1
2017: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2017 401k membership
Total participants, beginning-of-year 2017-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 4
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 2
Total of all active and inactive participants 2017-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 6
Number of participants with account balances 2017-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 1
2016: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2016 401k membership
Total participants, beginning-of-year 2016-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 5
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 1
Total of all active and inactive participants 2016-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 6
Number of participants with account balances 2016-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2015 401k membership
Total participants, beginning-of-year 2015-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 4
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 1
Total of all active and inactive participants 2015-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 5
Number of participants with account balances 2015-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 1
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
2012: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2012 401k membership
Total participants, beginning-of-year 2012-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 5
Total of all active and inactive participants 2012-07-01 5
Total participants 2012-07-01 5
Number of participants with account balances 2012-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2011 401k membership
Total participants, beginning-of-year 2011-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 5
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 1
Total of all active and inactive participants 2011-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 6
Number of participants with account balances 2011-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2010 401k membership
Total participants, beginning-of-year 2010-07-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 6
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 6
Number of participants with account balances 2010-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 2
2009: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2009 401k membership
Total participants, beginning-of-year 2009-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 8
Number of retired or separated participants receiving benefits 2009-07-01 1
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 9
Number of participants with account balances 2009-07-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2022 401k membership
Total participants, beginning-of-year	2022-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	0
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	0
Total of all active and inactive participants	2022-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	0
Number of participants with account balances	2022-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2021 401k membership
Total participants, beginning-of-year	2021-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	5
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	5
Number of participants with account balances	2021-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2020 401k membership
Total participants, beginning-of-year	2020-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	5
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	5
Number of participants with account balances	2020-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2019 401k membership
Total participants, beginning-of-year	2019-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	5
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	5
Number of participants with account balances	2019-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	1
2018: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2018 401k membership
Total participants, beginning-of-year	2018-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	5
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	2
Total of all active and inactive participants	2018-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	7
Number of participants with account balances	2018-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	1
2017: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2017 401k membership
Total participants, beginning-of-year	2017-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	4
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	2
Total of all active and inactive participants	2017-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	6
Number of participants with account balances	2017-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	1
2016: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2016 401k membership
Total participants, beginning-of-year	2016-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	5
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	1
Total of all active and inactive participants	2016-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	6
Number of participants with account balances	2016-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2015 401k membership
Total participants, beginning-of-year	2015-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	4
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	1
Total of all active and inactive participants	2015-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	5
Number of participants with account balances	2015-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	1
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
2012: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2012 401k membership
Total participants, beginning-of-year	2012-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	5
Total of all active and inactive participants	2012-07-01	5
Total participants	2012-07-01	5
Number of participants with account balances	2012-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2011 401k membership
Total participants, beginning-of-year	2011-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	5
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	1
Total of all active and inactive participants	2011-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	6
Number of participants with account balances	2011-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2010 401k membership
Total participants, beginning-of-year	2010-07-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	6
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	6
Number of participants with account balances	2010-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	2
2009: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2009 401k membership
Total participants, beginning-of-year	2009-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	8
Number of retired or separated participants receiving benefits	2009-07-01	1
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	9
Number of participants with account balances	2009-07-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T

Measure	Date	Value
2023 : MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2023 401k financial data
Total income from all sources	2023-05-15	$87,572
Expenses. Total of all expenses incurred	2023-05-15	$679,455
Benefits paid (including direct rollovers)	2023-05-15	$676,779
Total plan assets at end of year	2023-05-15	$0
Total plan assets at beginning of year	2023-05-15	$591,883
Value of fidelity bond covering the plan	2023-05-15	$25,000
Total contributions received or receivable from participants	2023-05-15	$21,500
Other income received	2023-05-15	$51,072
Net income (gross income less expenses)	2023-05-15	$-591,883
Net plan assets at end of year (total assets less liabilities)	2023-05-15	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-05-15	$591,883
Total contributions received or receivable from employer(s)	2023-05-15	$15,000
Expenses. Administrative service providers (salaries,fees and commissions)	2023-05-15	$2,676
2022 : MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2022 401k financial data
Total income from all sources	2022-06-30	$-167,173
Expenses. Total of all expenses incurred	2022-06-30	$12,771
Benefits paid (including direct rollovers)	2022-06-30	$12,581
Total plan assets at end of year	2022-06-30	$591,883
Total plan assets at beginning of year	2022-06-30	$771,827
Value of fidelity bond covering the plan	2022-06-30	$25,000
Total contributions received or receivable from participants	2022-06-30	$40,700
Other income received	2022-06-30	$-227,873
Net income (gross income less expenses)	2022-06-30	$-179,944
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$591,883
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$771,827
Total contributions received or receivable from employer(s)	2022-06-30	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$190
2021 : MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2021 401k financial data
Total income from all sources	2021-06-30	$284,352
Expenses. Total of all expenses incurred	2021-06-30	$105,476
Benefits paid (including direct rollovers)	2021-06-30	$105,296
Total plan assets at end of year	2021-06-30	$771,827
Total plan assets at beginning of year	2021-06-30	$592,951
Value of fidelity bond covering the plan	2021-06-30	$25,000
Total contributions received or receivable from participants	2021-06-30	$36,949
Other income received	2021-06-30	$232,403
Net income (gross income less expenses)	2021-06-30	$178,876
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$771,827
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$592,951
Total contributions received or receivable from employer(s)	2021-06-30	$15,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$180
2020 : MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2020 401k financial data
Total income from all sources	2020-06-30	$61,747
Expenses. Total of all expenses incurred	2020-06-30	$7,939
Benefits paid (including direct rollovers)	2020-06-30	$7,609
Total plan assets at end of year	2020-06-30	$592,951
Total plan assets at beginning of year	2020-06-30	$539,143
Value of fidelity bond covering the plan	2020-06-30	$25,000
Total contributions received or receivable from participants	2020-06-30	$35,220
Other income received	2020-06-30	$26,527
Net income (gross income less expenses)	2020-06-30	$53,808
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$592,951
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$539,143
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$330
2019 : MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2019 401k financial data
Total income from all sources	2019-06-30	$63,161
Expenses. Total of all expenses incurred	2019-06-30	$5,978
Benefits paid (including direct rollovers)	2019-06-30	$5,898
Total plan assets at end of year	2019-06-30	$539,143
Total plan assets at beginning of year	2019-06-30	$481,960
Value of fidelity bond covering the plan	2019-06-30	$25,000
Total contributions received or receivable from participants	2019-06-30	$32,186
Other income received	2019-06-30	$30,975
Net income (gross income less expenses)	2019-06-30	$57,183
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$539,143
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$481,960
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$80
2018 : MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2018 401k financial data
Total income from all sources	2018-06-30	$79,079
Expenses. Total of all expenses incurred	2018-06-30	$3,623
Benefits paid (including direct rollovers)	2018-06-30	$3,543
Total plan assets at end of year	2018-06-30	$481,960
Total plan assets at beginning of year	2018-06-30	$406,504
Value of fidelity bond covering the plan	2018-06-30	$25,000
Total contributions received or receivable from participants	2018-06-30	$31,063
Other income received	2018-06-30	$48,016
Net income (gross income less expenses)	2018-06-30	$75,456
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$481,960
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$406,504
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$80
2017 : MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2017 401k financial data
Total income from all sources	2017-06-30	$93,653
Expenses. Total of all expenses incurred	2017-06-30	$43,268
Benefits paid (including direct rollovers)	2017-06-30	$43,108
Total plan assets at end of year	2017-06-30	$406,504
Total plan assets at beginning of year	2017-06-30	$356,119
Value of fidelity bond covering the plan	2017-06-30	$25,000
Total contributions received or receivable from participants	2017-06-30	$33,813
Other income received	2017-06-30	$29,840
Net income (gross income less expenses)	2017-06-30	$50,385
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$406,504
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$356,119
Total contributions received or receivable from employer(s)	2017-06-30	$30,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$160
2016 : MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2016 401k financial data
Total income from all sources	2016-06-30	$39,533
Expenses. Total of all expenses incurred	2016-06-30	$52,452
Benefits paid (including direct rollovers)	2016-06-30	$52,292
Total plan assets at end of year	2016-06-30	$356,119
Total plan assets at beginning of year	2016-06-30	$369,038
Value of fidelity bond covering the plan	2016-06-30	$25,000
Total contributions received or receivable from participants	2016-06-30	$30,919
Other income received	2016-06-30	$8,614
Net income (gross income less expenses)	2016-06-30	$-12,919
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$356,119
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$369,038
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$160
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
2013 : MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2013 401k financial data
Total income from all sources	2013-06-30	$66,332
Expenses. Total of all expenses incurred	2013-06-30	$70,612
Benefits paid (including direct rollovers)	2013-06-30	$70,372
Total plan assets at end of year	2013-06-30	$243,684
Total plan assets at beginning of year	2013-06-30	$247,964
Value of fidelity bond covering the plan	2013-06-30	$25,000
Total contributions received or receivable from participants	2013-06-30	$29,825
Other income received	2013-06-30	$26,507
Net income (gross income less expenses)	2013-06-30	$-4,280
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$243,684
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$247,964
Total contributions received or receivable from employer(s)	2013-06-30	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$240
2012 : MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2012 401k financial data
Total income from all sources	2012-06-30	$22,231
Expenses. Total of all expenses incurred	2012-06-30	$0
Total plan assets at end of year	2012-06-30	$247,964
Total plan assets at beginning of year	2012-06-30	$225,733
Value of fidelity bond covering the plan	2012-06-30	$25,000
Total contributions received or receivable from participants	2012-06-30	$31,885
Other income received	2012-06-30	$-19,654
Net income (gross income less expenses)	2012-06-30	$22,231
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$247,964
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$225,733
Total contributions received or receivable from employer(s)	2012-06-30	$10,000
2011 : MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2011 401k financial data
Total income from all sources	2011-06-30	$44,526
Expenses. Total of all expenses incurred	2011-06-30	$24,181
Benefits paid (including direct rollovers)	2011-06-30	$23,701
Total plan assets at end of year	2011-06-30	$225,733
Total plan assets at beginning of year	2011-06-30	$205,388
Value of fidelity bond covering the plan	2011-06-30	$25,000
Total contributions received or receivable from participants	2011-06-30	$27,705
Contributions received from other sources (not participants or employers)	2011-06-30	$2,464
Other income received	2011-06-30	$4,357
Net income (gross income less expenses)	2011-06-30	$20,345
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$225,733
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$205,388
Total contributions received or receivable from employer(s)	2011-06-30	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$480

Form 5500 Responses for MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T

2022: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	Yes
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
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	Yes
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	Yes
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
2012: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: MARTINEZ & ASSOCIATES CPA, P.A. RETIREMENT PLAN & T 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MARTINEZ & ASSOCIATES, CPA, P.A.
Employer identification number (EIN):	591538635
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants