401k Plan data: HENRY E. VALENZUELA, P.A. DEFINED BENEFIT PENSION PLAN plan

HENRY E. VALENZUELA, P.A. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	HENRY E. VALENZUELA, P.A. DEFINED BENEFIT PENSION PLAN
Plan identification number	003

HENRY E. VALENZUELA, P.A. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

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

Company Name: HENRY E. VALENZUELA, P.A.

Employer identification number (EIN): 593385951

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HENRY E. VALENZUELA, P.A. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 HENRY E. VALENZUELA 2013-09-30
003 2011-01-01 HENRY E. VALENZUELA 2012-10-11
003 2010-01-01 HENRY E. VALENZUELA 2011-10-05

Financial Data on HENRY E. VALENZUELA, P.A. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2025 : HENRY E. VALENZUELA, P.A. DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-06-12	0
Total liabilities as of the end of the plan year	2025-06-12	0
Total liabilities as of the beginning of the plan year	2025-06-12	0
Total expenses incurred by plan in this plan year	2025-06-12	118350
Net assets as of the end of the plan year	2025-06-12	5656575
Total assets as of the beginning of the plan year	2025-06-12	4886005
Value of plan covered by a fidelity bond	2025-06-12	25000
Participant contributions to plan in this plan year	2025-06-12	0
Other expenses paid from plan in this plan year	2025-06-12	82041
Other contributions to plan in this plan year	2025-06-12	0
Other income to plan in this plan year	2025-06-12	888920
Plan net income in this plan year	2025-06-12	770570
Net assets as of the end of the plan year	2025-06-12	5656575
Net assets as of the beginning of the plan year	2025-06-12	4886005
Employer contributions to plan in this plan year	2025-06-12	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-12	0
2024 : HENRY E. VALENZUELA, P.A. DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-09-19	0
Total liabilities as of the end of the plan year	2024-09-19	0
Total liabilities as of the beginning of the plan year	2024-09-19	0
Total expenses incurred by plan in this plan year	2024-09-19	69024
Net assets as of the end of the plan year	2024-09-19	4886005
Total assets as of the beginning of the plan year	2024-09-19	4136505
Value of plan covered by a fidelity bond	2024-09-19	413651
Participant contributions to plan in this plan year	2024-09-19	0
Other expenses paid from plan in this plan year	2024-09-19	69024
Other contributions to plan in this plan year	2024-09-19	0
Other income to plan in this plan year	2024-09-19	818524
Plan net income in this plan year	2024-09-19	749500
Net assets as of the end of the plan year	2024-09-19	4886005
Net assets as of the beginning of the plan year	2024-09-19	4136505
Employer contributions to plan in this plan year	2024-09-19	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-19	0

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Company Name:	HENRY E. VALENZUELA, P.A.
Employer identification number (EIN):	593385951
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	HENRY E. VALENZUELA	2013-09-30
003	2011-01-01	HENRY E. VALENZUELA	2012-10-11
003	2010-01-01	HENRY E. VALENZUELA	2011-10-05