How big is Jose Alvarez's plan?

Jose Alvarez's plan reported $14K in assets and 1 participants for 2023.

Original filing (PDF)20240522162336NAL0008071842001

Jose Alvarez

Name: Jose Alvarez — JAL Retirement Plan, Form 5500 (2023)
Creator: Jose Alvarez
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JAL Retirement Plan

Defined-contribution retirement plan · Jose Alvarez's JAL Retirement Plan held $14K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Jose Jimenez signed Jose Alvarez's 2023 Form 5500 as plan administrator.

Jose Jimenez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jose Alvarez's EIN is 66-0935707.

EIN 66-0935707

Plan number 001

Plan year 2023

ACK ID 20240522162336NAL0008071842001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jose Alvarez from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jose Alvarez's plan includes profit-sharing.

Decision-maker contacts

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

Finding similar companies…

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.

Plan sponsor

Name

JOSE ALVAREZ

EIN

all filings

Address

SUITE 288 · PO BOX 10007 · GUAYAMA, PR · 007854007

Phone

(787) 641-0994

Industry

Offices of Physicians· Health Care & Social Assistance

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

2024-05-22

Pension benefit codes

2E · Profit-sharing

3C · Not intended to be qualified

3B · Covers self-employed individuals

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

Pines Health Center Inc.

Pines Health Center Inc. 401(k) Plan

$14K · 18 participants

Action Medicine DPC

Action Medicine DPC 401(k) Plan

$14K · 7 participants

Amanuel SIMA MD a Medical Corpor

Amanuel SIMA MD a Medical Corporation

$14K · 6 participants

Wagdy M Habashy MD

Wagdy M Habashy MD 401(k) Plan

$14K · 4 participants

Sphargis Inc.

Sphargis Inc. 401(k) Profit Sharing Plan & Trust

$14K · 2 participants

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