VILLAREAL & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about VILLAREAL & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC.
401k plan membership statisitcs for PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC.
Measure | Date | Value |
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2020: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
2019: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
2018: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
2017: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
2016: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
2014: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
2013: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 3 |
2012: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 3 |
Number of participants with account balances | 2012-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 3 |
Number of participants with account balances | 2011-01-01 | 3 |
2010: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 3 |
Number of participants with account balances | 2010-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2020 : PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $596 |
Expenses. Total of all expenses incurred | 2020-12-31 | $188,498 |
Benefits paid (including direct rollovers) | 2020-12-31 | $188,498 |
Total plan assets at end of year | 2020-12-31 | $0 |
Total plan assets at beginning of year | 2020-12-31 | $187,902 |
Other income received | 2020-12-31 | $596 |
Net income (gross income less expenses) | 2020-12-31 | $-187,902 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $187,902 |
2019 : PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $161,294 |
Expenses. Total of all expenses incurred | 2019-12-31 | $715,788 |
Benefits paid (including direct rollovers) | 2019-12-31 | $715,738 |
Total plan assets at end of year | 2019-12-31 | $187,902 |
Total plan assets at beginning of year | 2019-12-31 | $742,396 |
Other income received | 2019-12-31 | $117,694 |
Net income (gross income less expenses) | 2019-12-31 | $-554,494 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $187,902 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $742,396 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $43,600 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $50 |
2018 : PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $11,145 |
Expenses. Total of all expenses incurred | 2018-12-31 | $26,161 |
Benefits paid (including direct rollovers) | 2018-12-31 | $26,161 |
Total plan assets at end of year | 2018-12-31 | $742,396 |
Total plan assets at beginning of year | 2018-12-31 | $757,412 |
Other income received | 2018-12-31 | $-34,255 |
Net income (gross income less expenses) | 2018-12-31 | $-15,016 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $742,396 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $757,412 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $45,400 |
2017 : PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $109,060 |
Expenses. Total of all expenses incurred | 2017-12-31 | $23,075 |
Benefits paid (including direct rollovers) | 2017-12-31 | $23,075 |
Total plan assets at end of year | 2017-12-31 | $757,412 |
Total plan assets at beginning of year | 2017-12-31 | $671,427 |
Other income received | 2017-12-31 | $59,078 |
Net income (gross income less expenses) | 2017-12-31 | $85,985 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $757,412 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $671,427 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $49,982 |
2016 : PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $179,564 |
Expenses. Total of all expenses incurred | 2016-12-31 | $131,228 |
Benefits paid (including direct rollovers) | 2016-12-31 | $129,508 |
Total plan assets at end of year | 2016-12-31 | $671,427 |
Total plan assets at beginning of year | 2016-12-31 | $623,091 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,720 |
Other income received | 2016-12-31 | $133,765 |
Net income (gross income less expenses) | 2016-12-31 | $48,336 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $671,427 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $623,091 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $45,799 |
2015 : PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-18,334 |
Expenses. Total of all expenses incurred | 2015-12-31 | $2,612 |
Total plan assets at end of year | 2015-12-31 | $623,091 |
Total plan assets at beginning of year | 2015-12-31 | $644,037 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $2,612 |
Other income received | 2015-12-31 | $-109,997 |
Net income (gross income less expenses) | 2015-12-31 | $-20,946 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $623,091 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $644,037 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $91,663 |
2014 : PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $63,914 |
Total plan assets at end of year | 2014-12-31 | $644,037 |
Total plan assets at beginning of year | 2014-12-31 | $580,123 |
Other income received | 2014-12-31 | $-20,469 |
Net income (gross income less expenses) | 2014-12-31 | $63,914 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $644,037 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $580,123 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $84,383 |
2013 : PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $116,627 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,840 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,816 |
Total plan assets at end of year | 2013-12-31 | $580,123 |
Total plan assets at beginning of year | 2013-12-31 | $465,336 |
Other income received | 2013-12-31 | $40,928 |
Net income (gross income less expenses) | 2013-12-31 | $114,787 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $580,123 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $465,336 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $75,699 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $24 |
2012 : PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $89,789 |
Expenses. Total of all expenses incurred | 2012-12-31 | $4,787 |
Benefits paid (including direct rollovers) | 2012-12-31 | $4,762 |
Total plan assets at end of year | 2012-12-31 | $465,336 |
Total plan assets at beginning of year | 2012-12-31 | $380,334 |
Other income received | 2012-12-31 | $20,548 |
Net income (gross income less expenses) | 2012-12-31 | $85,002 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $465,336 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $380,334 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $69,241 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $25 |
2011 : PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $79,550 |
Total plan assets at end of year | 2011-12-31 | $380,334 |
Total plan assets at beginning of year | 2011-12-31 | $300,784 |
Other income received | 2011-12-31 | $21,104 |
Net income (gross income less expenses) | 2011-12-31 | $79,550 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $380,334 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $300,784 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $58,446 |
2010 : PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $104,946 |
Expenses. Total of all expenses incurred | 2010-12-31 | $25,756 |
Benefits paid (including direct rollovers) | 2010-12-31 | $25,731 |
Total plan assets at end of year | 2010-12-31 | $300,784 |
Total plan assets at beginning of year | 2010-12-31 | $221,594 |
Other income received | 2010-12-31 | $38,039 |
Net income (gross income less expenses) | 2010-12-31 | $79,190 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $300,784 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $221,594 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $66,907 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $25 |
2009 : PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2020: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PROFIT SHARING PLAN & TRUST OF VILLAREAL & ASSOC VILLAREAL & ASSOCIATES, INC. 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |