Back to filter
Original filing (PDF)20251015133506NAL0002497811001
HUMBERTO SIMONETTI
Form 5500-SF
FILING_RECEIVED
HUMBERTO SIMONETTI, M.D. PENSION PLAN AND TRUST
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUMBERTO SIMONETTI.
Plan sponsor
Name
HUMBERTO SIMONETTI
EIN
66-0479437
Address
TORRE MEDICA SAN LUCAS · 909 AVE. TITO CASTRO STE 517 · PONCE, PR · 00716
Phone
(787) 259-7727
Industry
Offices of Physicians· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
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 providersRelated plans
Similar-size Offices of Physicians plans
PRINCETON SPORTS AND FAMILY MEDI
PRINCETON SPORTS AND FAMILY MEDICINE 401K PLAN
$2.6M · 40 participants
WAYNE H. FUJITA MD INC
WAYNE H. FUJITA MD INC PROFIT SHARING PLAN
$2.6M · 7 participants
INFECTIOUS DISEASE SPECIALTIES, INC.
INFECTIOUS DISEASE SPECIALTIES, INC. 401(K) PLAN
$2.6M · 3 participants
GARY S. TOMACK, D.D.S., P.C.
GARY S. TOMACK, D.D.S., P.C. DEFINED BENEFIT PLAN
$2.6M · 3 participants
IDICULA MEDICAL ASSOCIATES, MD, PA
IDICULA MEDICAL ASSOCIATES, MD, PA 401(K) PROFIT SHARING PLAN AND TRUST
$2.6M · 39 participants
WILLIAM B. ORR CONSULTING, P.A.
WILLIAM B. ORR CONSULTING, P.A. 401(K) PROFIT SHARING PLAN
$2.6M · 4 participants
Large plans in Puerto Rico
BPAS TRUST CO OF PUERTO RICO
PR CAPITAL PRESERVATION FUND
$2.4B
POPULAR FIDUCIARY SERVICES 725
PUERTO RICO TELEPHONE COMPANY MASTER TRUST
$841.8M
POPULAR, INC.
POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN
$818.6M · 8,410 participants
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
$797.4M · 1,291 participants
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
$779.5M · 2,589 participants
BANCO POPULAR DE PUERTO RICO
BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN
$607.5M · 1,733 participants