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LUIS E. SOSA GARCIA RETIREMENT PLAN 401k Plan overview

Plan NameLUIS E. SOSA GARCIA RETIREMENT PLAN
Plan identification number 001

LUIS E. SOSA GARCIA RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

LUIS E. SOSA GARCIA has sponsored the creation of one or more 401k plans.

Company Name:LUIS E. SOSA GARCIA
Employer identification number (EIN):596053557
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUIS E. SOSA GARCIA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOSE JIMENEZ2024-07-04
0012022-01-01JOSE JIMENEZ2023-05-30
0012021-01-01JOSE JIMENEZ2022-05-31
0012020-01-01JOSE JIMENEZ2021-06-23

Financial Data on LUIS E. SOSA GARCIA RETIREMENT PLAN

Measure Date Value
2025 : LUIS E. SOSA GARCIA RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-1211400
Net assets as of the end of the plan year2025-05-12351292
Total assets as of the beginning of the plan year2025-05-12329968
Other income to plan in this plan year2025-05-1232724
Plan net income in this plan year2025-05-1221324
Net assets as of the end of the plan year2025-05-12351292
Net assets as of the beginning of the plan year2025-05-12329968
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-12400
2024 : LUIS E. SOSA GARCIA RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-04800
Net assets as of the end of the plan year2024-07-04329968
Total assets as of the beginning of the plan year2024-07-04300459
Other income to plan in this plan year2024-07-0430309
Plan net income in this plan year2024-07-0429509
Net assets as of the end of the plan year2024-07-04329968
Net assets as of the beginning of the plan year2024-07-04300459
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-04800

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