How big is Jorge Alvarez-Moreno, M.D.'s plan?

Jorge Alvarez-Moreno, M.D.'s plan reported $4.9M in assets and 2 participants for 2024.

Original filing (PDF)20250805175334NAL0002050513001

Jorge Alvarez-Moreno, M.D.

Name: Jorge Alvarez-Moreno, M.D. — Jorge Alvarez-Moreno, Form 5500 (2024)
Creator: Jorge Alvarez-Moreno, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jorge Alvarez-Moreno, M.D. Profit-Sharing Plan

Defined-contribution retirement plan · Jorge Alvarez-Moreno, M.D.'s Jorge Alvarez-Moreno, M.D. Profit-Sharing Plan held $4.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

MARC Schoen signed Jorge Alvarez-Moreno, M.D.'s 2024 Form 5500 as plan administrator.

MARC Schoen — 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

Jorge Alvarez-Moreno, M.D.'s EIN is 65-0422348.

EIN 65-0422348

Plan number 002

Plan year 2024

ACK ID 20250805175334NAL0002050513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jorge Alvarez-Moreno, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jorge Alvarez-Moreno, 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 JORGE ALVAREZ-MORENO, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JORGE ALVAREZ-MORENO, M.D.

EIN

all filings

Address

888 BRICKELL KEY DR · MIAMI, FL · 33131

Phone

(305) 821-8970

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator