401(k)
2022 plan-year 401(k) DOL Form 5500

Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Southwest Orthodontics LLC Β· Puerto Rico Β· Other Services

What the 2023 filing shows

Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza holds N/A for 4 participants.

N/A
total plan assets (2022 EOY)
4
covered participants
Total Assets (2023)
N/A
Participants
4
State
Industry
Other Services

What the Filing Says About Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza

Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza is a 401(k) retirement plan sponsored by Southwest Orthodontics LLC, headquartered in Puerto Rico. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 4 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 661013948, and the plan has been effective since 2022-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN661013948
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Orthodontics LLC)

Year Plans Participants Total Assets
2022 1 4 N/A
2023 1 5 N/A
2024 1 5 N/A

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Frequently Asked Questions

How much money is in the Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza?
As of the 2022 Form 5500 filing, Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza holds N/A in total assets with 4 participants. It is sponsored by Southwest Orthodontics LLC.
What type of plan is Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza?
Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza is a 401(k) plan. It has been effective since 2022-07-01. The plan is filed with the U.S. Department of Labor under EIN 661013948.
Who sponsors the Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza?
Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza is sponsored by Southwest Orthodontics LLC, located in Puerto Rico. The sponsor's EIN is 661013948 and the plan operates in the Other Services industry.
How did Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza perform in 2022?
Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza held N/A in total assets at the end of 2022.
Where can I find official filings for Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza?
Official Form 5500 filings for Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 661013948 or plan name at efast.dol.gov.
How does Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza compare to other plans?
You can compare Southwest Orthodontics LLC Profit Sharing Retirement Plan Silvino Diaz Mendoza against other 401(k) plans on the plan type page, or view plans in Puerto Rico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 661013948.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.