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LUIS E. COLLAZO BATTISTINI RETIREMENT PLAN 401k Plan overview

Plan NameLUIS E. COLLAZO BATTISTINI RETIREMENT PLAN
Plan identification number 001

LUIS E. COLLAZO BATTISTINI 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

LUIS E. COLLAZO BATTISTINI has sponsored the creation of one or more 401k plans.

Company Name:LUIS E. COLLAZO BATTISTINI
Employer identification number (EIN):660771047
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. COLLAZO BATTISTINI RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ALFREDO MATHEU2013-07-01
0012011-01-01ALFREDO MATHEU2012-06-14
0012010-01-01NATASHA RIVERA PEREZ2011-09-30

Financial Data on LUIS E. COLLAZO BATTISTINI RETIREMENT PLAN

Measure Date Value
2025 : LUIS E. COLLAZO BATTISTINI RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-30200761
Net assets as of the end of the plan year2025-07-30177685
Total assets as of the beginning of the plan year2025-07-30352895
Other expenses paid from plan in this plan year2025-07-3061
Other income to plan in this plan year2025-07-3025551
Plan net income in this plan year2025-07-30-175210
Net assets as of the end of the plan year2025-07-30177685
Net assets as of the beginning of the plan year2025-07-30352895
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30700
2024 : LUIS E. COLLAZO BATTISTINI RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-18782
Net assets as of the end of the plan year2024-07-18352895
Total assets as of the beginning of the plan year2024-07-18314245
Other expenses paid from plan in this plan year2024-07-1882
Other income to plan in this plan year2024-07-1839432
Plan net income in this plan year2024-07-1838650
Net assets as of the end of the plan year2024-07-18352895
Net assets as of the beginning of the plan year2024-07-18314245
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-18700
2022 : LUIS E. COLLAZO BATTISTINI RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-26782
Net assets as of the end of the plan year2022-07-26376329
Total assets as of the beginning of the plan year2022-07-26340253
Other expenses paid from plan in this plan year2022-07-26782
Other income to plan in this plan year2022-07-2636858
Plan net income in this plan year2022-07-2636076
Net assets as of the end of the plan year2022-07-26376329
Net assets as of the beginning of the plan year2022-07-26340253

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