Original filing (PDF)20230816094017NAL0003286706001

ESPINOSA, INC.

Name: ESPINOSA, INC. — ESPINOSA, INC. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: ESPINOSA, INC.

Form 5500-SF

FILING_RECEIVED

ESPINOSA, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

ESPINOSA, INC.

EIN

65-0169101

Address

5033 SW BERMUDA WAY · PALM CITY, FL · 34990

Phone

(772) 834-5211

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-01-31

Filed

2023-08-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Related plans

Similar-size Professional & Technical Services plans

CHARLES ROSE ARCHITECTS, INC.

CRA, INC. CASH BALANCE PLAN

ELTON HAMPTON ARCHITECTS

ELTON HAMPTON ARCHITECTS 401(K) PROFIT SHARING PLAN AND TRUST SPY

OAKPARK ARCHITECTS, LLC

OAKPARK ARCHITECTS, LLC 401K PLAN

INTEGRATED DESIGN GROUP, INC.

INTEGRATED DESIGN GROUP, INC. CASH BALANCE PENSION PLAN

ALEXANDER ANTONELLI ARCHITECTS PLLC

ALEXANDER ANTONELLI ARCHITECTS PLLC RETIREMENT SAVINGS PLAN