· 2022–2024 · DOL EFAST2

J JARAMILLO INSURANCE, INC — J JARAMILLO RETIREMENT & SAVINGS PLAN RETIREMENT & SAVINGS PLAN, Form 5500 (2024)

Original filing (PDF)20251015143319NAL0005143681001

J JARAMILLO INSURANCE, INC

Form 5500-SF

FILING_RECEIVED

J JARAMILLO RETIREMENT & SAVINGS PLAN RETIREMENT & SAVINGS PLAN

Defined-contribution retirement plan

Active participants

21

Accounts w/ balance

22

Plan assets (EOY)

$846K

Net assets (EOY)

$846K

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J JARAMILLO INSURANCE, INC.

Plan sponsor

Name

J JARAMILLO INSURANCE, INC

EIN

66-0727754all filings

Address

PO BOX 195357 · SAN JUAN, PR · 00919

Phone

(787) 728-5555

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

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 Insurance Agencies & Brokerages plans

STROMSOE INSURANCE AGENCY, INC.

STROMSOE INSURANCE AGENCY, INC. 401K PLAN

$846K · 3 participants

S. PERILLO AGENCY, INC.

S. PERILLO AGENCY, INC. 401(K) PROFIT SHARING PLAN

$846K · 3 participants

JOHN T. COSTA AGENCY, INC.

JOHN T. COSTA AGENCY, INC. PROFIT SHARING PLAN

$847K · 3 participants

NC PLANNERS DBA PURE WEALTH STRATEGIES

PURE WEALTH STRATEGIES 401(K) PLAN

$845K · 12 participants

JAVIER CALDERON MARTINEZ AND SEGUROS JAVIER CALDERON, INC.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.