401k Plan data: LUIS E. MARTINEZ, P.A. CASH BALANCE PLAN plan

LUIS E. MARTINEZ, P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	LUIS E. MARTINEZ, P.A. CASH BALANCE PLAN
Plan identification number	002

LUIS E. MARTINEZ, P.A. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

LUIS E. MARTINEZ, P.A. has sponsored the creation of one or more 401k plans.

Company Name: LUIS E. MARTINEZ, P.A.

Employer identification number (EIN): 593213457

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about LUIS E. MARTINEZ, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1993-12-29

Company Identification Number: P93000088597

Legal Registered Office Address: 3770 16TH STREET NORTH

ST PETERSBURG

33704

More information about LUIS E. MARTINEZ, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUIS E. MARTINEZ, P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 LUIS E. MARTINEZ 2024-10-08
002 2022-01-01 LUIS E. MARTINEZ 2023-08-09
002 2021-01-01 LUIS E. MARTINEZ 2022-10-04
002 2020-01-01
002 2019-01-01 LUIS E. MARTINEZ 2020-09-30
002 2018-01-01 LUIS E. MARTINEZ 2019-07-19
002 2017-01-01
002 2016-01-01
002 2015-01-01 LUIS E. MARTINEZ 2016-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	LUIS E. MARTINEZ	2024-10-08
002	2022-01-01	LUIS E. MARTINEZ	2023-08-09
002	2021-01-01	LUIS E. MARTINEZ	2022-10-04
002	2020-01-01
002	2019-01-01	LUIS E. MARTINEZ	2020-09-30
002	2018-01-01	LUIS E. MARTINEZ	2019-07-19
002	2017-01-01
002	2016-01-01
002	2015-01-01	LUIS E. MARTINEZ	2016-10-13

Financial Data on LUIS E. MARTINEZ, P.A. CASH BALANCE PLAN

Measure	Date	Value
2025 : LUIS E. MARTINEZ, P.A. CASH BALANCE PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-23	48
Net assets as of the end of the plan year	2025-09-23	1014953
Total assets as of the beginning of the plan year	2025-09-23	901923
Value of plan covered by a fidelity bond	2025-09-23	101496
Other income to plan in this plan year	2025-09-23	16171
Plan net income in this plan year	2025-09-23	113030
Net assets as of the end of the plan year	2025-09-23	1014953
Net assets as of the beginning of the plan year	2025-09-23	901923
Employer contributions to plan in this plan year	2025-09-23	96907
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-23	48
2024 : LUIS E. MARTINEZ, P.A. CASH BALANCE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-08	48
Net assets as of the end of the plan year	2024-10-08	901923
Total assets as of the beginning of the plan year	2024-10-08	782445
Value of plan covered by a fidelity bond	2024-10-08	90193
Other income to plan in this plan year	2024-10-08	35098
Plan net income in this plan year	2024-10-08	119478
Net assets as of the end of the plan year	2024-10-08	901923
Net assets as of the beginning of the plan year	2024-10-08	782445
Employer contributions to plan in this plan year	2024-10-08	84428
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-08	48

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Company Name:	LUIS E. MARTINEZ, P.A.
Employer identification number (EIN):	593213457
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1993-12-29
Company Identification Number:	P93000088597
Legal Registered Office Address:	3770 16TH STREET NORTH ST PETERSBURG 33704