Original filing (PDF)20230301223501NAL0003709152001

CUELLAR & ASSOCIATES, LLC

Name: CUELLAR & ASSOCIATES, LLC — CUELLAR & ASSOCIATES 401(K) AND PROFIT SHARING PLAN, Form 5500 (2022)
Creator: CUELLAR & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

CUELLAR & ASSOCIATES 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$127K

Net assets (EOY)

$127K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CUELLAR & ASSOCIATES, LLC.

Plan sponsor

Name

CUELLAR & ASSOCIATES, LLC

EIN

20-0518058all filings

Address

11550 IH 10 WEST, STE. 330 · SAN ANTONIO, TX · 78230

Phone

(210) 558-0811

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

FREEMAN INSURANCE SERVICES INC.

FREEMAN INSURANCE SERVICES INC. 401(K) PROFIT SHARING PLAN

$127K · 8 participants

BENPRO, LLC

BENPRO 401(K) PLAN

$127K · 7 participants

KELLY SOPAK INSURANCE AGCY, INC

KELLY SOPAK INSURANCE AGCY, INC 401K PLAN

$127K · 7 participants

PACHA CORP LLC

PACHA CORP LLC 401(K) PLAN

$127K · 2 participants

JGM INSURANCE SERVICE INC.

JGM INSURANCE SERVICE INC. RETIREMENT PLAN

$127K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.