Original filing (PDF)20240507135027NAL0059898434001

JESUS A MONTOYA & ANGELA YBARB

Name: JESUS A MONTOYA & ANGELA YBARB — JESUS A MONTOYA & ANGELA YBARB 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: JESUS A MONTOYA & ANGELA YBARB

Form 5500-SF

FILING_RECEIVED

JESUS A MONTOYA & ANGELA YBARB 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$675

Net assets (EOY)

$675

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JESUS A MONTOYA & ANGELA YBARB.

Plan sponsor

Name

JESUS A MONTOYA & ANGELA YBARB

EIN

72-1523602

Address

809 W DAVIS ST · CONROE, TX · 77301

Phone

(713) 857-4365

Industry