How big is Carlos F. Jimenez, M.D.'s plan?

Carlos F. Jimenez, M.D.'s plan reported $11.6M in assets and 4 participants for 2024.

Original filing (PDF)20250724185943NAL0012751314001

Carlos F. Jimenez, M.D.

Name: Carlos F. Jimenez, M.D. — Windvest Trust Profit, Form 5500 (2024)
Creator: Carlos F. Jimenez, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windvest Trust Profit Sharing Plan

Defined-contribution retirement plan · Carlos F. Jimenez, M.D.'s Windvest Trust Profit Sharing Plan held $11.6M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

People on this filing

Carlos Jimenez signed Carlos F. Jimenez, M.D.'s 2024 Form 5500 as plan administrator.

Carlos Jimenez — 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

Carlos F. Jimenez, M.D.'s EIN is 33-0008484.

EIN 33-0008484

Plan number 002

Plan year 2024

ACK ID 20250724185943NAL0012751314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlos F. Jimenez, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlos F. Jimenez, M.D.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLOS F. JIMENEZ, M.D..

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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

Knocking points off