Original filing (PDF)20240722134456NAL0010042273001

LEONCIO ORTIZ DELGADO

Name: LEONCIO ORTIZ DELGADO — LOD RETIREMENT PLAN, Form 5500 (2023)
Creator: LEONCIO ORTIZ DELGADO

Form 5500-SF

FILING_RECEIVED

LOD RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$160K

Net assets (EOY)

$160K

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 (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LEONCIO ORTIZ DELGADO

EIN

66-0937817all filings

Address

PMB 383 · PO BOX 1283 · SAN LORENZO, PR · 007541283

Phone

(787) 641-0994

Industry

Offices of Physicians· Health Care & Social Assistancesee all

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

2024-07-22

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

NR PHYSICIAN GROUP PLLC

NR PHYSICIAN GROUP PLLC 401(K) PROFIT SHARING PLAN & TRUST

$160K · 1 participants

SMILE MORE DENTAL LLC

SMILE MORE DENTAL LLC 401K

$160K · 21 participants

GIAN S BEDI MD PA DBA NAG CLINICS

ROOTS HEALTH 401(K) PLAN

$159K · 54 participants

CAPERNAUM MEDICAL CENTER, LLC

CAPERNAUM MEDICAL CENTER LLC 401(K) PROFIT SHARING PLAN AND

$159K · 37 participants

JAMES W. FOLTZ, M.D., P.C.

JAMES W. FOLTZ, M.D., P.C. RETIREMENT PLAN

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