Original filing (PDF)20250521035618NAL0001552017001

JULIA H. MALDONADO

Name: JULIA H. MALDONADO — JULIA H. MALDONADO RETIREMENT PLAN, Form 5500 (2024)
Creator: JULIA H. MALDONADO

Form 5500-SF

FILING_RECEIVED

JULIA H. MALDONADO RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$419K

Net assets (EOY)

$419K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JULIA H. MALDONADO.

Plan sponsor

Name

JULIA H. MALDONADO

EIN

62-1800633all filings

Address

PO BOX 362671 · SAN JUAN PR, PR · 00936

Phone

(787) 758-0640

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

Related plans

Similar-size Offices of Physicians plans

HIGHPOINT PAIN & REHABILITATIO

HIGHPOINT PAIN & REHABILITATIO 401(K) PROFIT SHARING PLAN & TRUST

$419K · 29 participants

BELTLINE HEALTH LLC

BELTLINE BARIATRIC & SURGICAL GROUP 401(K) PLAN

$419K · 10 participants

CLEVELAND DERMATOLOGY GROUP, LLC

CLEVELAND DERMATOLOGY GROUP, LLC 401(K) PROFIT SHARING PLAN

$419K · 11 participants

FOOTHILLS ENT, INC.

FOOTHILL ENT 401(K)

$419K · 18 participants

SENIOR HEALTH SERVICES, LLC

SENIOR HEALTH SERVICES, LLC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.