Original filing (PDF)20251009182819NAL0004164435001

FERNANDO CARBONELL

Name: FERNANDO CARBONELL — FERNANDO CARBONELL MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: FERNANDO CARBONELL

Form 5500-SF

FILING_RECEIVED

FERNANDO CARBONELL MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$100K

Net assets (EOY)

$100K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FERNANDO CARBONELL

EIN

22-2995431all filings

Address

PO BOX 270010 · SAN JUAN, PR · 009270010

Phone

(787) 300-3777

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

3C · Not intended to be qualified

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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