Original filing (PDF)20230718233016NAL0001123059001

ALBERTO SAN JUAN JR

Name: ALBERTO SAN JUAN JR — ALBERTO C. SAN JUAN JR PROFIT SHARING PLAN, Form 5500 (2022)
Creator: ALBERTO SAN JUAN JR

Form 5500-SF

FILING_RECEIVED

ALBERTO C. SAN JUAN JR PROFIT SHARING PLAN

Defined-contribution 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 ALBERTO SAN JUAN JR.

Plan sponsor

Name

ALBERTO SAN JUAN JR

EIN

74-2434327

Address

2024 ROUND TOP TER · HONOLULU, HI · 968222075

Phone

(808) 780-5947

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-19

Pension benefit codes

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

Related plans

Similar-size Health Care & Social Assistance plans

VSC HBO, LLC D/B/A HEALTHBRIDGE

VSC HBO, LLC D/B/A HEALTHBRIDGE CHILDREN'S HOSPITAL 401(K) PLAN

$3.0M · 127 participants

ANDERS GROUP, LLC

ANDERS GROUP, LLC. 401(K) PLAN

$3.0M · 292 participants

AURELIA OSBORN FOX MEMORIAL HOSPITAL

PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL

$3.0M · 38 participants

TRINIDAD AREA HEALTH ASSOCIATION

MT. SAN RAFAEL HOSPITAL MATCHING RETIREMENT PLAN

$3.0M · 223 participants

DAY KIMBALL HOSPITAL

DAY KIMBALL HOSPITAL 403(B) PLAN