How big is Johana M. Garcia Ortiz's plan?

Johana M. Garcia Ortiz's plan reported $302K in assets and 1 participants for 2024.

Original filing (PDF)20250729141824NAL0003449057001

Johana M. Garcia Ortiz

Name: Johana M. Garcia Ortiz — JGO Retirement Plan, Form 5500 (2024)
Creator: Johana M. Garcia Ortiz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JGO Retirement Plan

Defined-contribution retirement plan · Johana M. Garcia Ortiz's JGO Retirement Plan held $302K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$302K

Net assets (EOY)

$302K

Plan identifiers

Johana M. Garcia Ortiz's EIN is 66-1063503.

EIN 66-1063503

Plan number 001

Plan year 2024

ACK ID 20250729141824NAL0003449057001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Johana M. Garcia Ortiz from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Johana M. Garcia Ortiz'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 JOHANA M. GARCIA ORTIZ.

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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