Original filing (PDF)20250908161052NAL0019460385001

Ortiz Qualified Retirement Plan Trust FBO Ariana O. Kiesel

Name: Ortiz Qualified Retirement Plan Trust FBO Ariana O. Kiesel — Form 5500 Plan 002 (2024)
Creator: Ortiz Qualified Retirement Plan Trust FBO Ariana O. Kiesel
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oscar B. Ortiz, M.D., a Medical Corporation Profit Sharing Plan

Defined-contribution retirement plan · Ortiz Qualified Retirement Plan Trust FBO Ariana O. Kiesel's Oscar B. Ortiz, M.D., a Medical Corporation Profit Sharing Plan reported $2.6M in plan assets in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Ortiz Qualified Retirement Plan Trust FBO Ariana O. Kiesel's EIN is 47-6889994.

EIN 47-6889994

Plan number 002

Plan year 2024

ACK ID 20250908161052NAL0019460385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ortiz Qualified Retirement Plan Trust FBO Ariana O. Kiesel from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ortiz Qualified Retirement Plan Trust FBO Ariana O. Kiesel'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 ORTIZ QUALIFIED RETIREMENT PLAN TRUST FBO ARIANA O. KIESEL.

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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

100

Vendor & structure

100

Helping the score