Plan5500

Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort
Popular investigations$1B+ plansPlans with financial statementsPlans with provider compensationProviders by reported compensationEmployer plans by participants

1 result

Sort:RelevanceLatest filing yearLargest assetsMost participantsHighest provider compensation
Filters:Type: PlansEIN 660497831Clear all

Plans

  • planOrtiz - Rodriguez Retirement PlanFinancial statement2023 filing
    $558Kreported assets (EOY)
    Sponsor: Dr. Victor A. Ortiz Ortiz Dra. Haydee Rodriguez RiveraEIN: 66-0497831Plan: 001Participants: 5Assets: $557,984Net assets: $558KAssets / participant: $111.6KLocation: Cayey, PRLatest: 2023
    View financial statement →