· 2022–2024 · DOL EFAST2

CARLOS MARIN AND ASSOCIATES, PA — CARLOS MARIN AND ASSOCIATES, PA PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250725182321NAL0009129856001

CARLOS MARIN AND ASSOCIATES, PA

Form 5500-SF

FILING_RECEIVED

CARLOS MARIN AND ASSOCIATES, PA PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$586K

Net assets (EOY)

$586K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLOS MARIN AND ASSOCIATES, PA.

Plan sponsor

Name

CARLOS MARIN AND ASSOCIATES, PA

EIN

65-1073639all filings

Address

120 CADIMA AVE · SUITE 606 · CORAL GABLES, FL · 331347355

Phone

(305) 445-3662

Industry

Professional & Technical Servicessee 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

2025-07-25

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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