Original filing (PDF)20250922154735NAL0007946162001

DR.WILFREDO VAZQUEZ OLIVENCIA RETIREMENT PLAN SERIES 92-639

Name: DR.WILFREDO VAZQUEZ OLIVENCIA RETIREMENT PLAN SERIES 92-639 — DR. WILFREDO VAZQUEZ OLIVENCIA RETIREMENT PLAN SERIES 92-639, Form 5500 (2024)
Creator: DR.WILFREDO VAZQUEZ OLIVENCIA RETIREMENT PLAN SERIES 92-639

Form 5500-SF

FILING_RECEIVED

DR. WILFREDO VAZQUEZ OLIVENCIA RETIREMENT PLAN SERIES 92-639

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

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 DR.WILFREDO VAZQUEZ OLIVENCIA RETIREMENT PLAN SERIES 92-639.

Plan sponsor

Name

DR.WILFREDO VAZQUEZ OLIVENCIA RETIREMENT PLAN SERIES 92-639

EIN

66-0477806

Address

P.O. BOX 270010 · SAN JUAN, PR · 009270010

Phone

(787) 759-8333

Industry

Health Care & Social Assistancesee 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

2025-09-22

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

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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