Adelaida T. Ortiz Gomez — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Adelaida T. Ortiz Gomez (EIN 58-3715397) is a plan sponsor located in San Juan, PR with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-3715397
Location
San Juan, PR
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Adelaida T. Ortiz Gomez

  • 1 loaded plans hold $249.5K in reported assets.
  • The largest, A. T. Ortiz Gomez Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$249.5KSummed across loaded plans$249,490
Total reported assets$249.5K$249,490
Total reported participants1
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$249.5K total assets
Net assets$249.5KLiabilities$0
Contributions & income
Employer contributions$45.9K
Participant contributions$0
Total income / additions$54.6K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$31
Net increase / (decrease)$54.6K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%A. T. Ortiz Gomez Retirement Plan
Participants per plan1Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 1 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Adelaida T. Ortiz Gomez. Open one for its full reported snapshot.

  1. 2023
    A. T. Ortiz Gomez Retirement Plan1 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Adelaida T. Ortiz Gomez report on Form 5500?
Adelaida T. Ortiz Gomez (EIN 58-3715397) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Adelaida T. Ortiz Gomez?
The Employer Identification Number (EIN) reported for Adelaida T. Ortiz Gomez is 58-3715397.
What is the latest Form 5500 filing year for Adelaida T. Ortiz Gomez?
The latest loaded Form 5500 filing year for Adelaida T. Ortiz Gomez is 2023.

Related Form 5500 pages