How big is Luis M. Cruz's plan?

Luis M. Cruz's plan reported $2.0M in assets and 3 participants for 2022.

Original filing (PDF)20240729120259NAL0031961440001

Luis M. Cruz

Name: Luis M. Cruz — Dr. Luis M. Cruz Keogh Plan, Form 5500 (2022)
Creator: Luis M. Cruz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Luis M. Cruz Keogh Plan

Defined-contribution retirement plan · Luis M. Cruz's Dr. Luis M. Cruz Keogh Plan held $2.0M in plan assets for 3 participants in 2022.

Signals · 2

Late filing · 8.4 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Luis M Cruz signed Luis M. Cruz's 2022 Form 5500 as plan administrator.

Luis M Cruz — 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

Luis M. Cruz's EIN is 66-0431402.

EIN 66-0431402

Plan number 001

Plan year 2022

ACK ID 20240729120259NAL0031961440001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Luis M. Cruz from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Decision-maker contacts

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 8.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

LUIS M. CRUZ

EIN

all filings

Address

CALLE DR BORORA · 55 NORTE · MAYAGUEZ, PR · 00680

Phone

(787) 834-6290

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-07-29

Pension benefit codes

2B · Target benefit

3B · Covers self-employed individuals

3C · Not intended to be qualified

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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