How big is Garcia & Villarreal, PLLC's plan?

Garcia & Villarreal, PLLC's plan reported $1.3M in assets and 11 participants for 2023.

Original filing (PDF)20240915223858NAL0002222642001

Garcia & Villarreal, PLLC

Name: Garcia & Villarreal, PLLC — Value Plus Retirement, Form 5500 (2023)
Creator: Garcia & Villarreal, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Value Plus Retirement Plan

401(k) retirement plan · Garcia & Villarreal, PLLC's Value Plus Retirement Plan held $1.3M in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.2M

Plan identifiers

Garcia & Villarreal, PLLC's EIN is 46-3898059.

EIN 46-3898059

Plan number 001

Plan year 2023

ACK ID 20240915223858NAL0002222642001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Garcia & Villarreal, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Garcia & Villarreal, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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