WILLIAM CRUZ LUGO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM CRUZ LUGO RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025: WILLIAM CRUZ LUGO RETIREMENT PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-05-12 | 1 |
| Total number of particpants at end of year | 2025-05-12 | 1 |
| Number of Participants With Account Balances | 2025-05-12 | 1 |
| 2024: WILLIAM CRUZ LUGO RETIREMENT PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-04 | 1 |
| Total number of particpants at end of year | 2024-07-04 | 1 |
| Number of Participants With Account Balances | 2024-07-04 | 1 |
| 2022: WILLIAM CRUZ LUGO RETIREMENT PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-05-31 | 1 |
| Total number of particpants at end of year | 2022-05-31 | 1 |
| Number of Participants With Account Balances | 2022-05-31 | 1 |
| Measure | Date | Value |
|---|
| 2025 : WILLIAM CRUZ LUGO RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-12 | 59600 |
| Net assets as of the end of the plan year | 2025-05-12 | 1150536 |
| Total assets as of the beginning of the plan year | 2025-05-12 | 1146629 |
| Other income to plan in this plan year | 2025-05-12 | 63507 |
| Plan net income in this plan year | 2025-05-12 | 3907 |
| Net assets as of the end of the plan year | 2025-05-12 | 1150536 |
| Net assets as of the beginning of the plan year | 2025-05-12 | 1146629 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-12 | 600 |
| 2024 : WILLIAM CRUZ LUGO RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-04 | 81411 |
| Net assets as of the end of the plan year | 2024-07-04 | 1146629 |
| Total assets as of the beginning of the plan year | 2024-07-04 | 1180266 |
| Other income to plan in this plan year | 2024-07-04 | 47774 |
| Plan net income in this plan year | 2024-07-04 | -33637 |
| Net assets as of the end of the plan year | 2024-07-04 | 1146629 |
| Net assets as of the beginning of the plan year | 2024-07-04 | 1180266 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-04 | 300 |
| 2022 : WILLIAM CRUZ LUGO RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-31 | 600 |
| Net assets as of the end of the plan year | 2022-05-31 | 1168449 |
| Total assets as of the beginning of the plan year | 2022-05-31 | 1081329 |
| Other expenses paid from plan in this plan year | 2022-05-31 | 600 |
| Other income to plan in this plan year | 2022-05-31 | 87720 |
| Plan net income in this plan year | 2022-05-31 | 87120 |
| Net assets as of the end of the plan year | 2022-05-31 | 1168449 |
| Net assets as of the beginning of the plan year | 2022-05-31 | 1081329 |
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