Original filing (PDF)20240405112220NAL0009274515001

EMILIO ENRIQUE HUYKE VELEZ

Name: EMILIO ENRIQUE HUYKE VELEZ — EMILIO ENRIQUE HUYKE VELEZ RETIREMENT PLAN, Form 5500 (2023)
Creator: EMILIO ENRIQUE HUYKE VELEZ

Form 5500-SF

FILING_RECEIVED

EMILIO ENRIQUE HUYKE VELEZ RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$275K

Net assets (EOY)

$275K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMILIO ENRIQUE HUYKE VELEZ.

Plan sponsor

Name

EMILIO ENRIQUE HUYKE VELEZ

EIN

66-0620393

Address

PO BOX 193956 · SAN JUAN, PR · 00919

Phone

(787) 751-2071

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-05

Pension benefit codes

2C · Money purchase (other than target benefit)

2E · Profit-sharing

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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