How big is Julio Gonzalez's plan?

Julio Gonzalez's plan reported $284K in assets and 1 participants for 2024.

Original filing (PDF)20250512090154NAL0011235219001

Julio Gonzalez

Name: Julio Gonzalez — JCGM Retirement Plan, Form 5500 (2024)
Creator: Julio Gonzalez
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JCGM Retirement Plan

Defined-contribution retirement plan · Julio Gonzalez's JCGM Retirement Plan held $284K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$284K

Net assets (EOY)

$284K

People on this filing

Jose Jimenez signed Julio Gonzalez's 2024 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

Julio Gonzalez's EIN is 66-0970345.

EIN 66-0970345

Plan number 001

Plan year 2024

ACK ID 20250512090154NAL0011235219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Julio Gonzalez from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Julio Gonzalez'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 JULIO GONZALEZ.

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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.
High average account balance (98th percentile).

Plan sponsor

Name

JULIO GONZALEZ

EIN

all filings

Address

MANCIONES DE CABO ROJO · 59 CALLE FARO · CABO ROJO, PR · 006238930

Phone

(787) 641-0994

Industry

Finance & Insurance

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

2025-05-12

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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