How big is Juan Umanzor PC's plan?

Juan Umanzor PC's plan reported $43K in assets and 6 participants for 2024.

Original filing (PDF)20250723051535NAL0009247282001

Juan Umanzor PC

Name: Juan Umanzor PC — Juan Umanzor PC- 401(k), Form 5500 (2024)
Creator: Juan Umanzor PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Juan Umanzor PC- 401(k)

401(k) retirement plan · Juan Umanzor PC's Juan Umanzor PC- 401(k) held $43K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

People on this filing

Shirley Horner signed Juan Umanzor PC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Juan Umanzor PC's EIN is 20-3442902.

EIN 20-3442902

Plan number 001

Plan year 2024

ACK ID 20250723051535NAL0009247282001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Juan Umanzor PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Juan Umanzor PC's 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 JUAN UMANZOR PC.

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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