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MARGARITA M. PACHECO FERNANDEZ RETIREMENT PLAN 401k Plan overview

Plan NameMARGARITA M. PACHECO FERNANDEZ RETIREMENT PLAN
Plan identification number 001

MARGARITA M. PACHECO FERNANDEZ RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

MARGARITA M. PACHECO FERNANDEZ has sponsored the creation of one or more 401k plans.

Company Name:MARGARITA M. PACHECO FERNANDEZ
Employer identification number (EIN):660669056
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARGARITA M. PACHECO FERNANDEZ RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MARGARITA M. PACHECO FERNANDEZ
0012023-01-01
0012023-01-01MARGARITA M. PACHECO FERNANDEZ
0012022-01-01
0012022-01-01MARGARITA M. PACHECO FERNANDEZ
0012021-01-01
0012021-01-01MARGARITA M. PACHECO FERNANDEZ
0012020-01-01

Financial Data on MARGARITA M. PACHECO FERNANDEZ RETIREMENT PLAN

Measure Date Value
2024 : MARGARITA M. PACHECO FERNANDEZ RETIREMENT PLAN 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$70,999
Expenses. Total of all expenses incurred2024-01-01$0
Benefits paid (including direct rollovers)2024-01-01$0
Total plan assets at end of year2024-01-01$443,642
Total plan assets at beginning of year2024-01-01$372,643
Total contributions received or receivable from participants2024-01-01$0
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$50,999
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$70,999
Net plan assets at end of year (total assets less liabilities)2024-01-01$443,642
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$372,643
Total contributions received or receivable from employer(s)2024-01-01$20,000
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$0
2023 : MARGARITA M. PACHECO FERNANDEZ RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$68,209
Expenses. Total of all expenses incurred2023-12-31$0
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$372,643
Total plan assets at beginning of year2023-12-31$304,434
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$48,209
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$68,209
Net plan assets at end of year (total assets less liabilities)2023-12-31$372,643
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$304,434
Total contributions received or receivable from employer(s)2023-12-31$20,000
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : MARGARITA M. PACHECO FERNANDEZ RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-43,203
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$304,434
Total plan assets at beginning of year2022-12-31$347,637
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-64,203
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-43,203
Net plan assets at end of year (total assets less liabilities)2022-12-31$304,434
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$347,637
Total contributions received or receivable from employer(s)2022-12-31$21,000
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : MARGARITA M. PACHECO FERNANDEZ RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$49,303
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$347,637
Total plan assets at beginning of year2021-12-31$298,334
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$30,303
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$49,303
Net plan assets at end of year (total assets less liabilities)2021-12-31$347,637
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$298,334
Total contributions received or receivable from employer(s)2021-12-31$19,000
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : MARGARITA M. PACHECO FERNANDEZ RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$80,329
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$298,333
Total plan assets at beginning of year2020-12-31$218,004
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$60,329
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$80,329
Net plan assets at end of year (total assets less liabilities)2020-12-31$298,333
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$218,004
Total contributions received or receivable from employer(s)2020-12-31$20,000
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0

Form 5500 Responses for MARGARITA M. PACHECO FERNANDEZ RETIREMENT PLAN

2023: MARGARITA M. PACHECO FERNANDEZ RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MARGARITA M. PACHECO FERNANDEZ RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARGARITA M. PACHECO FERNANDEZ RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARGARITA M. PACHECO FERNANDEZ RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

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