How big is Julio V Guzman MD Inc.'s plan?

Julio V Guzman MD Inc.'s plan reported $25K in assets and 5 participants for 2023.

Original filing (PDF)20241001133413NAL0006829953001

Julio V Guzman MD Inc.

Name: Julio V Guzman MD Inc. — Julio V Guzman MD Inc., Form 5500 (2023)
Creator: Julio V Guzman MD Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julio V Guzman MD Inc. 401(k) Plan

401(k) retirement plan · Julio V Guzman MD Inc.'s Julio V Guzman MD Inc. 401(k) Plan held $25K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

People on this filing

Morena Menjivar signed Julio V Guzman MD Inc.'s 2023 Form 5500 as plan administrator.

Morena Menjivar — 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

Julio V Guzman MD Inc.'s EIN is 95-4807931.

EIN 95-4807931

Plan number 001

Plan year 2023

ACK ID 20241001133413NAL0006829953001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Julio V Guzman MD Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JULIO V GUZMAN MD INC.

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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

Vendor & structure

100

Helping the score