How big is Jose Carrillo's plan?

Jose Carrillo's plan reported $75K in assets and 7 participants for 2024.

Original filing (PDF)20250725215926NAL0015910514001

Jose Carrillo

Name: Jose Carrillo — Jose Carrillo 401(k) Profit Sharing, Form 5500 (2024)
Creator: Jose Carrillo
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jose Carrillo 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jose Carrillo's Jose Carrillo 401(k) Profit Sharing Plan & Trust held $75K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

People on this filing

Jose Carrillo signed Jose Carrillo's 2024 Form 5500 as plan administrator.

Jose Carrillo — 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

Jose Carrillo's EIN is 20-4199142.

EIN 20-4199142

Plan number 001

Plan year 2024

ACK ID 20250725215926NAL0015910514001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jose Carrillo'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 JOSE CARRILLO.

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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