Original filing (PDF)20250814092910NAL0021806274001

J.O. ALVAREZ, INC.

Name: J.O. ALVAREZ, INC. — J.O. ALVAREZ 401(K) PROFIT SHARING RETIREMENT PLAN, Form 5500 (2023)
Creator: J.O. ALVAREZ, INC.

Form 5500-SF

FILING_RECEIVED

J.O. ALVAREZ 401(K) PROFIT SHARING RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 J.O. ALVAREZ, INC..

Plan sponsor

Name

J.O. ALVAREZ, INC.

EIN

74-2210674

Address

#1 ANDY RAMOS RD · LAREDO, TX · 78043

Phone

(956) 721-5917

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-08-14

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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