JUAN C CARRILLO MD A PROFESSIO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2024 : JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $221,895 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $19,373 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $13,058 |
| Total plan assets at end of year | 2024-01-01 | $1,225,240 |
| Total plan assets at beginning of year | 2024-01-01 | $1,022,718 |
| Value of fidelity bond covering the plan | 2024-01-01 | $100,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $80,269 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $112,259 |
| Net income (gross income less expenses) | 2024-01-01 | $202,522 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $1,225,240 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $1,022,718 |
| Assets. Value of participant loans | 2024-01-01 | $11,138 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $29,367 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $6,315 |
| 2023 : JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $235,469 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $36,233 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $30,985 |
| Total plan assets at end of year | 2023-12-31 | $1,022,718 |
| Total plan assets at beginning of year | 2023-12-31 | $823,482 |
| Value of fidelity bond covering the plan | 2023-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $64,152 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $101,105 |
| Net income (gross income less expenses) | 2023-12-31 | $199,236 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,022,718 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $823,482 |
| Assets. Value of participant loans | 2023-12-31 | $21,316 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $70,212 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $5,248 |
| 2022 : JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $59,788 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $10,897 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $6,579 |
| Total plan assets at end of year | 2022-12-31 | $823,482 |
| Total plan assets at beginning of year | 2022-12-31 | $774,591 |
| Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $69,696 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-77,286 |
| Net income (gross income less expenses) | 2022-12-31 | $48,891 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $823,482 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $774,591 |
| Assets. Value of participant loans | 2022-12-31 | $29,369 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $67,378 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $4,318 |
| 2021 : JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $191,894 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $576,975 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $573,249 |
| Total plan assets at end of year | 2021-12-31 | $774,591 |
| Total plan assets at beginning of year | 2021-12-31 | $1,159,672 |
| Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $67,323 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $65,705 |
| Net income (gross income less expenses) | 2021-12-31 | $-385,081 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $774,591 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,159,672 |
| Assets. Value of participant loans | 2021-12-31 | $37,089 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $58,866 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $3,726 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
| 2020 : JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $155,410 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $19,241 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $5,515 |
| Total plan assets at end of year | 2020-12-31 | $1,159,672 |
| Total plan assets at beginning of year | 2020-12-31 | $1,023,503 |
| Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $44,880 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $51,500 |
| Net income (gross income less expenses) | 2020-12-31 | $136,169 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,159,672 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,023,503 |
| Assets. Value of participant loans | 2020-12-31 | $20,773 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $59,030 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $10,262 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,464 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
| 2019 : JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $115,097 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,673 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $414 |
| Total plan assets at end of year | 2019-12-31 | $1,023,503 |
| Total plan assets at beginning of year | 2019-12-31 | $910,079 |
| Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $38,653 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $64,062 |
| Net income (gross income less expenses) | 2019-12-31 | $113,424 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,023,503 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $910,079 |
| Assets. Value of participant loans | 2019-12-31 | $19,324 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $12,382 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,259 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
| 2018 : JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $67,906 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $321,927 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $309,321 |
| Total plan assets at end of year | 2018-12-31 | $910,079 |
| Total plan assets at beginning of year | 2018-12-31 | $1,164,100 |
| Value of fidelity bond covering the plan | 2018-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $43,900 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $12,108 |
| Net income (gross income less expenses) | 2018-12-31 | $-254,021 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $910,079 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,164,100 |
| Assets. Value of participant loans | 2018-12-31 | $15,047 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $11,898 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $11,840 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $766 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| 2017 : JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $182,328 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $636 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $1,164,100 |
| Total plan assets at beginning of year | 2017-12-31 | $982,408 |
| Value of fidelity bond covering the plan | 2017-12-31 | $85,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $76,654 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $56,184 |
| Net income (gross income less expenses) | 2017-12-31 | $181,692 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,164,100 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $982,408 |
| Assets. Value of participant loans | 2017-12-31 | $12,922 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $49,490 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $631 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5 |
| 2023: JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JUAN C CARRILLO MD A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
