Original filing (PDF)20251015221804NAL0007394432001

LUIS R DEL VALLE

Name: LUIS R DEL VALLE — SAN LORENZO INTERNAL MEDICINE LLC Y-O DR LUIS R DEL VALLE RETIREMENT PLAN, Form 5500 (2024)
Creator: LUIS R DEL VALLE

Form 5500-SF

FILING_RECEIVED

SAN LORENZO INTERNAL MEDICINE LLC Y-O DR LUIS R DEL VALLE RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$732K

Net assets (EOY)

$732K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUIS R DEL VALLE.

Plan sponsor

Name

LUIS R DEL VALLE

EIN

66-0777640

Address

PO BOX 1718 · CAGUAS, PR · 00726

Phone

(787) 300-3777

Industry

All Other Professional Services· Professional & Technical Servicessee 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

3D · Pre-approved plan (master / prototype / VS)

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 All Other Professional Services plans

MANOLIO & FIRESTONE, PLC

MANOLIO & FIRESTONE, PLC 401(K) PLAN

$732K · 2 participants

HEALTHY HORIZONS BREASTFEEDING CENTERS, INC.

HEALTHY HORIZONS 401(K) PLAN

$732K · 9 participants

HEALTH SCIENCES SOUTH CAROLINA

HEALTH SCIENCES SOUTH CAROLINA 401(K) PROFIT SHARING PLAN & TRUST

$732K · 6 participants

THE MORENO WEALTH MANAGEMENT G

THE MORENO WEALTH MANAGEMENT G 401(K) PROFIT SHARING PLAN & TRUST

$732K · 3 participants

INTELLIGENT VISIBILITY INC