Money Purchase
2024 plan-year Money Purchase DOL Form 5500

JULIO GONZALEZ MEDICAL OFFICE EMPLOYEES TARGET BENEFIT PENSION PLAN

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

JULIO GONZALEZ

This Money Purchase plan holds N/A in total assets and serves 2 participants as of 2024. It is sponsored by JULIO GONZALEZ in Puerto Rico.

Total Assets (2023)
N/A
Participants
2
State
Industry
Healthcare & Social Assistance

What the Filing Says About JULIO GONZALEZ MEDICAL OFFICE EMPLOYEES TARGET BENEFIT PENSION PLAN

JULIO GONZALEZ MEDICAL OFFICE EMPLOYEES TARGET BENEFIT PENSION PLAN is a Money Purchase retirement plan sponsored by JULIO GONZALEZ, headquartered in Puerto Rico. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 2 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 660455648, and the plan has been effective since 1989-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 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 1 prior plan-year filing 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 — 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 TypeMoney Purchase
Employer EIN660455648
Plan Effective Date1989-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JULIO GONZALEZ)

Year Plans Participants Total Assets
2022 1 2 N/A
2024 1 2 N/A

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Frequently Asked Questions

How much money is in the JULIO GONZALEZ MEDICAL OFFICE EMPLOYEES TARGET BENEFIT PENSION PLAN?
As of the 2024 Form 5500 filing, JULIO GONZALEZ MEDICAL OFFICE EMPLOYEES TARGET BENEFIT PENSION PLAN holds N/A in total assets with 2 participants. It is sponsored by JULIO GONZALEZ.
What type of plan is JULIO GONZALEZ MEDICAL OFFICE EMPLOYEES TARGET BENEFIT PENSION PLAN?
JULIO GONZALEZ MEDICAL OFFICE EMPLOYEES TARGET BENEFIT PENSION PLAN is a Money Purchase plan. It has been effective since 1989-12-01. The plan is filed with the U.S. Department of Labor under EIN 660455648.
Who sponsors the JULIO GONZALEZ MEDICAL OFFICE EMPLOYEES TARGET BENEFIT PENSION PLAN?
JULIO GONZALEZ MEDICAL OFFICE EMPLOYEES TARGET BENEFIT PENSION PLAN is sponsored by JULIO GONZALEZ, located in Puerto Rico. The sponsor's EIN is 660455648 and the plan operates in the Healthcare & Social Assistance industry.
How did JULIO GONZALEZ MEDICAL OFFICE EMPLOYEES TARGET BENEFIT PENSION PLAN perform in 2024?
JULIO GONZALEZ MEDICAL OFFICE EMPLOYEES TARGET BENEFIT PENSION PLAN held N/A in total assets at the end of 2024.
Where can I find official filings for JULIO GONZALEZ MEDICAL OFFICE EMPLOYEES TARGET BENEFIT PENSION PLAN?
Official Form 5500 filings for JULIO GONZALEZ MEDICAL OFFICE EMPLOYEES TARGET BENEFIT PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 660455648 or plan name at efast.dol.gov.
How does JULIO GONZALEZ MEDICAL OFFICE EMPLOYEES TARGET BENEFIT PENSION PLAN compare to other plans?
You can compare JULIO GONZALEZ MEDICAL OFFICE EMPLOYEES TARGET BENEFIT PENSION PLAN against other Money Purchase 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.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 660455648.

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

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

Data sourced from official public datasets. See our methodology for details.