Plan5500

Steven M. Fenosik Moreno — 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, Steven M. Fenosik Moreno (EIN 59-6143937) 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
59-6143937
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 Steven M. Fenosik Moreno

  • 1 loaded plans hold $279.9K in reported assets.
  • The largest, Steven M. Fenosik & Sylka Lucena Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$279.9KSummed across loaded plans$279,866
Total reported assets$279.9K$279,866
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$279.9K total assets
Net assets$279.9KLiabilities$0
Contributions & income
Employer contributions$6.9K
Participant contributions$0
Total income / additions$50.5K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$50.5K

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%Steven M. Fenosik & Sylka Lucena Retirement Plan
Participants per plan2Average 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
    Steven M. Fenosik & Sylka Lucena Retirement Plan$279.9K
    Plan #001 · 2 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Steven M. Fenosik Moreno. Open one for its full reported snapshot.

  1. 2023
    Steven M. Fenosik & Sylka Lucena Retirement Plan2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Steven M. Fenosik Moreno report on Form 5500?
Steven M. Fenosik Moreno (EIN 59-6143937) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Steven M. Fenosik Moreno?
The Employer Identification Number (EIN) reported for Steven M. Fenosik Moreno is 59-6143937.
What is the latest Form 5500 filing year for Steven M. Fenosik Moreno?
The latest loaded Form 5500 filing year for Steven M. Fenosik Moreno is 2023.

Related Form 5500 pages