How big is Julio E Berrios' plan?

Julio E Berrios' plan reported $30K in assets and 2 participants for 2023.

Original filing (PDF)20240516072956NAL0049984960001

Julio E Berrios

Name: Julio E Berrios — Julio E Berrios 401(k) Profit, Form 5500 (2023)
Creator: Julio E Berrios
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julio E Berrios 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Julio E Berrios' Julio E Berrios 401(k) Profit Sharing Plan & Trust held $30K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

People on this filing

Edward Rojas signed Julio E Berrios' 2023 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Julio E Berrios' EIN is 20-2678213.

EIN 20-2678213

Plan number 001

Plan year 2023

ACK ID 20240516072956NAL0049984960001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Julio E Berrios from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Julio E Berrios' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JULIO E BERRIOS.

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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