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MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A 401k Plan overview

Plan NameMICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A
Plan identification number 001

MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

MICHAEL C. MENA, M.D. RETIREMENT PLAN SERIAL #K23933A has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL C. MENA, M.D. RETIREMENT PLAN SERIAL #K23933A
Employer identification number (EIN):901253923
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01

Plan Statistics for MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A

401k plan membership statisitcs for MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A

Measure Date Value
2020: MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Total of all active and inactive participants2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-011
2019: MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
2017: MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011

Financial Data on MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A

Measure Date Value
2020 : MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A 2020 401k financial data
Total income from all sources2020-12-31$185
Expenses. Total of all expenses incurred2020-12-31$787
Total plan assets at end of year2020-12-31$3,126
Total plan assets at beginning of year2020-12-31$3,728
Other income received2020-12-31$185
Net income (gross income less expenses)2020-12-31$-602
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,126
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,728
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$787
2019 : MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A 2019 401k financial data
Total income from all sources2019-12-31$971
Expenses. Total of all expenses incurred2019-12-31$230
Total plan assets at end of year2019-12-31$3,728
Total plan assets at beginning of year2019-12-31$2,987
Other income received2019-12-31$971
Net income (gross income less expenses)2019-12-31$741
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,728
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,987
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$230
2018 : MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A 2018 401k financial data
Total income from all sources2018-12-31$142
Expenses. Total of all expenses incurred2018-12-31$230
Total plan assets at end of year2018-12-31$2,987
Total plan assets at beginning of year2018-12-31$3,075
Other income received2018-12-31$142
Net income (gross income less expenses)2018-12-31$-88
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,987
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,075
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$230

Form 5500 Responses for MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A

2020: MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MICHAEL C. MENA, M.D. SELF EMPLOYED RETIREMENT PLAN SERIAL# K23933A 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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