How big is Carlos Perez's plan?

Carlos Perez's plan reported $24K in assets and 1 participants for 2023.

Original filing (PDF)20240522125820NAL0003900737001

Carlos Perez

Name: Carlos Perez — CPL Retirement Plan, Form 5500 (2023)
Creator: Carlos Perez
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CPL Retirement Plan

Defined-contribution retirement plan · Carlos Perez's CPL Retirement Plan held $24K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

People on this filing

Jose Jimenez signed Carlos Perez'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

Carlos Perez's EIN is 66-0947796.

EIN 66-0947796

Plan number 001

Plan year 2023

ACK ID 20240522125820NAL0003900737001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Carlos Perez'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 CARLOS PEREZ.

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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

CARLOS PEREZ

EIN

all filings

Address

URB MONTE PRIMAVERA · 8 CARR 787 · CIDRA, PR · 007399965

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

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