Original filing (PDF)20251015125307NAL0006312464001

RAYMOND MARTINEZ APONTE

Name: RAYMOND MARTINEZ APONTE — RAYMOND MARTINEZ APONTE RETIREMENT PLAN TRUST, Form 5500 (2024)
Creator: RAYMOND MARTINEZ APONTE

Form 5500-SF

FILING_RECEIVED

RAYMOND MARTINEZ APONTE RETIREMENT PLAN TRUST

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

RAYMOND MARTINEZ APONTE

EIN

66-0701118all filings

Address

PO BOX 800940 · COTO LAUREL, PR · 007800940

Phone

(787) 837-1051

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

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

Related plans

Similar-size Offices of Physicians plans

MARC MA FAMILY MEDICINE

MARC MA FAMILY MEDICINE DEFINED CONTRIBUTION PLAN

$146K · 8 participants

OAKLAND PEDIATRICS PLC

OAKLAND PEDIATRICS PLC 401(K) PROFIT SHARING PLAN & TRUST

$146K · 7 participants

MILLS DENTAL CARE CENTER, LLC

MILLS DENTAL CARE CENTER, LLC 401(K) PLAN

$146K · 5 participants

KELADA PHYSICIANS GROUP, INC. DBA ROSEVILLE FAMILY HEALTHCARE

ROSEVILLE FAMILY HEALTHCARE CASH BALANCE PLAN & TRUST

$146K · 5 participants

MONARCH ANESTHESIA, LLC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.