How big is Shirley Ramos' plan?

Shirley Ramos' plan reported $2K in assets and 1 participants for 2023.

Original filing (PDF)20240522165340NAL0004461553001

Shirley Ramos

Name: Shirley Ramos — SRR Retirement Plan, Form 5500 (2023)
Creator: Shirley Ramos
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SRR Retirement Plan

Defined-contribution retirement plan · Shirley Ramos' SRR Retirement Plan held $2K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Jose Jimenez signed Shirley Ramos' 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

Shirley Ramos' EIN is 66-0947149.

EIN 66-0947149

Plan number 001

Plan year 2023

ACK ID 20240522165340NAL0004461553001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Shirley Ramos' plan includes profit-sharing.

Decision-maker contacts

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

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

SHIRLEY RAMOS

EIN

all filings

Address

PO BOX 134 · ARROYO, PR · 007140134

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

Katherine Shachar PHD Inc.

Katherine Shachar PHD Inc. - 401(k)

$2K · 3 participants

Dr. Dorie Weiss

Dr. Dorie Weiss 401(k) Plan

$2K · 7 participants

East Valley Women for Women

East Valley Women for Women 401(k) Profit Sharing Plan

$2K · 6 participants

Chagrin Valley Medical

Chagrin Valley Medical Chamber Benefit Arrangement Plan

$2K · 3 participants

Advanced Medical Therapies

Advanced Medical Therapies 401(k) Profit Sharing Plan & Trust

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