Original filing (PDF)20251009162213NAL0003759923001

RITA M. BAEZ P.A.

Name: RITA M. BAEZ P.A. — RITA M. BAEZ P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: RITA M. BAEZ P.A.

Form 5500-SF

FILING_RECEIVED

RITA M. BAEZ P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$469K

Net assets (EOY)

$469K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RITA M. BAEZ P.A..

Plan sponsor

Name

RITA M. BAEZ P.A.

EIN

20-2659723all filings

Address

2030 S. DOUGLAS ROAD, SUITE 105 · CORAL GABLES, FL · 33134

Phone

(305) 441-2683

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

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

Related plans

Similar-size Law Offices plans

SHAMP SILK, LLC

SHAMP SILK, LLC CASH BALANCE PLAN

$469K · 3 participants

GASTON WALSH LAW GROUP LLC

NEW FRONTIER IMMIGRATION LAW 401(K) PLAN

$469K · 48 participants

RINCON LAW, LLP

RINCON LAW, LLP 401(K) PLAN

$468K · 3 participants

ZWILLINGER WULKAN PLC

ZWILLINGER WULKAN PLC 401K PLAN

$469K · 20 participants

ALTIERI & FIRRIOLO PLLC

ALTIERI & FIRRIOLO PLLC 401(K) PROFIT SHARING PLAN & TRUST

$469K · 5 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.