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YOLANDA COLLAZO DIAZ RETIREMENT PLAN 401k Plan overview

Plan NameYOLANDA COLLAZO DIAZ RETIREMENT PLAN
Plan identification number 001

YOLANDA COLLAZO DIAZ RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

YOLANDA COLLAZO DIAZ has sponsored the creation of one or more 401k plans.

Company Name:YOLANDA COLLAZO DIAZ
Employer identification number (EIN):660772040
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YOLANDA COLLAZO DIAZ RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ALFREDO MATHEU2013-06-26
0012011-01-01ALFREDO MATHEU2012-06-05
0012010-01-01HILDA MALDONADO2011-10-17 HILDA MALDONADO2011-10-17

Financial Data on YOLANDA COLLAZO DIAZ RETIREMENT PLAN

Measure Date Value
2025 : YOLANDA COLLAZO DIAZ RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-3024700
Net assets as of the end of the plan year2025-07-30359748
Total assets as of the beginning of the plan year2025-07-30310070
Other income to plan in this plan year2025-07-3074378
Plan net income in this plan year2025-07-3049678
Net assets as of the end of the plan year2025-07-30359748
Net assets as of the beginning of the plan year2025-07-30310070
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30700
2024 : YOLANDA COLLAZO DIAZ RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1822716
Net assets as of the end of the plan year2024-07-18310070
Total assets as of the beginning of the plan year2024-07-18265894
Other expenses paid from plan in this plan year2024-07-1816
Other income to plan in this plan year2024-07-1866892
Plan net income in this plan year2024-07-1844176
Net assets as of the end of the plan year2024-07-18310070
Net assets as of the beginning of the plan year2024-07-18265894
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-18700
2022 : YOLANDA COLLAZO DIAZ RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2524000
Net assets as of the end of the plan year2022-07-25389667
Total assets as of the beginning of the plan year2022-07-25380608
Other expenses paid from plan in this plan year2022-07-2524000
Other income to plan in this plan year2022-07-2533059
Plan net income in this plan year2022-07-259059
Net assets as of the end of the plan year2022-07-25389667
Net assets as of the beginning of the plan year2022-07-25380608

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