Original filing (PDF)20251007154920NAL0011714914001

NOEL IVAN DONATE PEREZ

Name: NOEL IVAN DONATE PEREZ — NOEL IVAN DONATE PEREZ RETIREMENT PLAN, Form 5500 (2024)
Creator: NOEL IVAN DONATE PEREZ

Form 5500-SF

FILING_RECEIVED

NOEL IVAN DONATE PEREZ RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOEL IVAN DONATE PEREZ.

Plan sponsor

Name

NOEL IVAN DONATE PEREZ

EIN

66-0380972

Address

PO BOX 2313 · VEGA BAJA, PR · 006942313

Phone

(787) 858-5155

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

ORIENTAL BANK

EIN

66-0259436

City

SAN JUAN, PR

Phone

(787) 474-1993

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

3C · Not intended to be qualified

2C · Money purchase (other than target benefit)

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

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