Original filing (PDF)20240116162210NAL0000474595001

MARIA ELENA ROMERO CONSULTING, INC.

Name: MARIA ELENA ROMERO CONSULTING, INC. — MARIA ELENA ROMERO CONSULTING, INC. CASH BALANCE, Form 5500 (2022)
Creator: MARIA ELENA ROMERO CONSULTING, INC.

Form 5500-SF

FILING_RECEIVED

MARIA ELENA ROMERO CONSULTING, INC. CASH BALANCE

Defined-benefit pension plan

Signals · 1

Late filing · 2.0 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARIA ELENA ROMERO CONSULTING, INC..

Plan sponsor

Name

MARIA ELENA ROMERO CONSULTING, INC.

EIN

26-3333009

Address

2449 SOMMERSET DRIVE · BREA, CA · 92821

Phone

(562) 688-9229

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-01-16

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

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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