How big is Carlos A. Obregon, D.O., P.C.'s plan?

Carlos A. Obregon, D.O., P.C.'s plan reported $604K in assets and 6 participants for 2024.

Original filing (PDF)20251015114809NAL0009409714001

Carlos A. Obregon, D.O., P.C.

Name: Carlos A. Obregon, D.O., P.C. — Carlos A. Obregon, Form 5500 (2024)
Creator: Carlos A. Obregon, D.O., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlos A. Obregon, D.O., P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Carlos A. Obregon, D.O., P.C.'s Carlos A. Obregon, D.O., P.C. 401(k) Profit Sharing Plan held $604K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$604K

Net assets (EOY)

$604K

Plan identifiers

Carlos A. Obregon, D.O., P.C.'s EIN is 22-3706085.

EIN 22-3706085

Plan number 001

Plan year 2024

ACK ID 20251015114809NAL0009409714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlos A. Obregon, D.O., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlos A. Obregon, D.O., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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