Original filing (PDF)20251014161942NAL0004511760001

DR. HECTOR A. VELEZ CORTES

Name: DR. HECTOR A. VELEZ CORTES — HECTOR ANTONIO VELEZ RETIREMENT PLAN TRUST, Form 5500 (2024)
Creator: DR. HECTOR A. VELEZ CORTES

Form 5500-SF

FILING_RECEIVED

HECTOR ANTONIO VELEZ RETIREMENT PLAN TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$303K

Net assets (EOY)

$303K

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 (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. HECTOR A. VELEZ CORTES.

Plan sponsor

Name

DR. HECTOR A. VELEZ CORTES

EIN

66-0764131all filings

Address

PO BOX 495 · MERCEDITA, PR · 007150495

Phone

(787) 842-6719

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

2025-10-14

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

CAPITOL SURGICAL ASSOCIATES AP

CAPITOL SURGICAL ASSOCIATES AP 401(K) PROFIT SHARING PLAN & TRUST

$303K · 2 participants

JENNY CHENG, M.D., P.C.

JENNY CHENG, M.D., P.C. RETIREMENT PLAN

$303K · 3 participants

SMILES OF TOLEDO

SMILES OF TOLEDO 401(K) PLAN

$303K · 4 participants

SIRI PRIYAM LLC

PHOENIX INTERNAL MEDICINE 401(K) PLAN

$303K · 5 participants

LANSDELL FAMILY CLINIC

LANSDELL FAMILY CLINIC 401K PLAN

$303K · 8 participants

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