How big is Estipona Group Inc.'s plan?

Estipona Group Inc.'s plan reported $257K in assets and 12 participants for 2024.

Original filing (PDF)20251015160900NAL0002606627001

Estipona Group Inc.

Name: Estipona Group Inc. — Estipona Group Inc. 401(k), Form 5500 (2024)
Creator: Estipona Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Estipona Group Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Estipona Group Inc.'s Estipona Group Inc. 401(k) Profit Sharing Plan held $257K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

People on this filing

Edward Estipona signed Estipona Group Inc.'s 2024 Form 5500 as plan administrator.

Edward Estipona — 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

Estipona Group Inc.'s EIN is 88-0331988.

EIN 88-0331988

Plan number 002

Plan year 2024

ACK ID 20251015160900NAL0002606627001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Estipona Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Estipona Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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