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G & M RETIREMENT PLAN 401k Plan overview

Plan NameG & M RETIREMENT PLAN
Plan identification number 001

G & M RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='900616264' AND PlanID='001'

401k Sponsoring company profile

MARGARET S. FERNANDEZ has sponsored the creation of one or more 401k plans.

Company Name:MARGARET S. FERNANDEZ
Employer identification number (EIN):900616264
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G & M RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MARGARET S. FERNANDEZ
0012023-01-01
0012023-01-01MARGARET S. FERNANDEZ
0012022-01-01
0012022-01-01MARGARET S. FERNANDEZ
0012021-01-01
0012021-01-01GUILLERMO A. FERNANDEZ HARDOUIN
0012020-01-01

Financial Data on G & M RETIREMENT PLAN

Measure Date Value
2024 : G & M 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$49,411
Expenses. Total of all expenses incurred2024-01-01$42,000
Benefits paid (including direct rollovers)2024-01-01$42,000
Total plan assets at end of year2024-01-01$599,632
Total plan assets at beginning of year2024-01-01$592,221
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$49,411
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$7,411
Net plan assets at end of year (total assets less liabilities)2024-01-01$599,632
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$592,221
Total contributions received or receivable from employer(s)2024-01-01$0
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 : G & M 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$48,291
Expenses. Total of all expenses incurred2023-12-31$38,500
Benefits paid (including direct rollovers)2023-12-31$38,500
Total plan assets at end of year2023-12-31$592,221
Total plan assets at beginning of year2023-12-31$582,430
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$48,291
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$9,791
Net plan assets at end of year (total assets less liabilities)2023-12-31$592,221
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$582,430
Total contributions received or receivable from employer(s)2023-12-31$0
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 : G & M RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-100,446
Expenses. Total of all expenses incurred2022-12-31$38,000
Benefits paid (including direct rollovers)2022-12-31$38,000
Total plan assets at end of year2022-12-31$582,430
Total plan assets at beginning of year2022-12-31$720,876
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$0
Other income received2022-12-31$-100,446
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-138,446
Net plan assets at end of year (total assets less liabilities)2022-12-31$582,430
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$720,876
Total contributions received or receivable from employer(s)2022-12-31$0
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 : G & M 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$58,379
Expenses. Total of all expenses incurred2021-12-31$38,500
Benefits paid (including direct rollovers)2021-12-31$38,500
Total plan assets at end of year2021-12-31$720,876
Total plan assets at beginning of year2021-12-31$700,997
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$58,379
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$19,879
Net plan assets at end of year (total assets less liabilities)2021-12-31$720,876
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$700,997
Total contributions received or receivable from employer(s)2021-12-31$0
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 : G & M 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$80,856
Expenses. Total of all expenses incurred2020-12-31$70,000
Benefits paid (including direct rollovers)2020-12-31$70,000
Total plan assets at end of year2020-12-31$700,997
Total plan assets at beginning of year2020-12-31$690,141
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$80,856
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$10,856
Net plan assets at end of year (total assets less liabilities)2020-12-31$700,997
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$690,141
Total contributions received or receivable from employer(s)2020-12-31$0
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

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