Original filing (PDF)20231101150348NAL0014140705001

RUDY LONGORIA

Name: RUDY LONGORIA — RUDY LONGORIA CPA KEOGH PLAN, Form 5500 (2022)
Creator: RUDY LONGORIA

Form 5500-SF

FILING_RECEIVED

RUDY LONGORIA CPA KEOGH PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 RUDY LONGORIA.

Plan sponsor

Name

RUDY LONGORIA

DBA

RUDY LONGORIA CPA

EIN

74-2602880

Address

324 CARDINAL AVE · MCALLEN, TX · 785042739

Phone

(956) 655-2243

Industry

CPA Offices· Professional & Technical Servicessee 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

2023-11-01

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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

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

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