How big is RUDY Longoria's plan?

RUDY Longoria's plan reported $1.4M in assets and 1 participants for 2022.

Original filing (PDF)20231101150348NAL0014140705001

RUDY Longoria

Name: RUDY Longoria — RUDY Longoria CPA Keogh Plan, Form 5500 (2022)
Creator: RUDY Longoria
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RUDY Longoria CPA Keogh Plan

Defined-contribution retirement plan · RUDY Longoria's RUDY Longoria CPA Keogh Plan held $1.4M in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

RUDY Longoria signed RUDY Longoria's 2022 Form 5500 as plan administrator.

RUDY Longoria — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

RUDY Longoria's EIN is 74-2602880.

EIN 74-2602880

Plan number 001

Plan year 2022

ACK ID 20231101150348NAL0014140705001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for RUDY Longoria from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

RUDY Longoria's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUDY LONGORIA.

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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 average account balance (99th percentile).

Plan sponsor

Name

RUDY LONGORIA

DBA

RUDY LONGORIA CPA

EIN

all filings

Address

324 CARDINAL AVE · MCALLEN, TX · 785042739

Phone

(956) 655-2243

Industry

CPA Offices· Professional & Technical Services

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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