How big is CPA Diaz Martinez CSP's plan?

CPA Diaz Martinez CSP's plan reported $266K in assets and 11 participants for 2025.

Original filing (PDF)20260511090631NAL0005757473001

CPA Diaz Martinez CSP

Name: CPA Diaz Martinez CSP — CPA Diaz Martinez Retirement, Form 5500 (2025)
Creator: CPA Diaz Martinez CSP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CPA Diaz Martinez Retirement Plan

Defined-contribution retirement plan · CPA Diaz Martinez CSP's CPA Diaz Martinez Retirement Plan held $266K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

People on this filing

Jose Jimenez signed CPA Diaz Martinez CSP's 2025 Form 5500 as plan administrator.

Jose Jimenez — 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

CPA Diaz Martinez CSP's EIN is 66-0538689.

EIN 66-0538689

Plan number 001

Plan year 2025

ACK ID 20260511090631NAL0005757473001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CPA Diaz Martinez CSP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CPA Diaz Martinez CSP's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CPA DIAZ MARTINEZ CSP.

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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

Vendor & structure

100

Helping the score