Original filing (PDF)20251106104200NAL0015377456001

M. J. CARRILLO COMPANY, INC.

Name: M. J. CARRILLO COMPANY, INC. — M. J. CARRILLO COMPANY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: M. J. CARRILLO COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

M. J. CARRILLO COMPANY, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M. J. CARRILLO COMPANY, INC..

Plan sponsor

Name

M. J. CARRILLO COMPANY, INC.

EIN

74-1899324

Address

P. O. BOX 451907 6101 RIVERSIDE · LAREDO, TX · 780450047

Phone

(956) 722-3921

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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