Original filing (PDF)20241002164601NAL0005037715001

FRANCISCO ACEBO, MDPA

Name: FRANCISCO ACEBO, MDPA — FRANCISCO ACEBO MDPA, CASH BALANCE PLAN, Form 5500 (2023)
Creator: FRANCISCO ACEBO, MDPA

Form 5500-SF

FILING_RECEIVED

FRANCISCO ACEBO MDPA, CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$869K

Net assets (EOY)

$869K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANCISCO ACEBO, MDPA.

Plan sponsor

Name

FRANCISCO ACEBO, MDPA

EIN

20-2173523

Address

515 CLIFFORD STREET · CORPUS CHRISTI, TX · 784042934

Phone

(361) 888-5467

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-02

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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