JONATHAN ESPINOZA SR 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
1
Plan assets (EOY)
$500
Net assets (EOY)
$500
Plan health score
Above-average plan
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
9
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN ESPINOZA SR.
Plan sponsor
Name
JONATHAN ESPINOZA SR
EIN
81-3062887
Address
1710 BROMMER ST · SANTA CRUZ, CA · 95062
Phone
(831) 345-2553
Industry
All Other Professional Services· 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
2023-04-28
Pension benefit codes
2T · Default investment account (QDIA)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
