Plan5500

Carlos Santiago Alicea — 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, Carlos Santiago Alicea (EIN 66-0431869) is a plan sponsor located in Mayaguez, 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
66-0431869
Location
Mayaguez, 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 Carlos Santiago Alicea

  • 1 loaded plans hold $506K in reported assets.
  • The largest, Carlos Santiago Alicea Profit Sharing Retriement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 5 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$506KSummed across loaded plans$506,020
Total reported assets$506K$506,020
Total reported participants5
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$506K total assets
Net assets$506KLiabilities$0
Contributions & income
Employer contributions$15K
Participant contributions$0
Total income / additions$31.2K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$31.2K

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%Carlos Santiago Alicea Profit Sharing Retriement Plan
Participants per plan5Average 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
    Carlos Santiago Alicea Profit Sharing Retriement Plan$506K
    Plan #001 · 5 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 Carlos Santiago Alicea. Open one for its full reported snapshot.

  1. 2023
    Carlos Santiago Alicea Profit Sharing Retriement Plan5 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Carlos Santiago Alicea report on Form 5500?
Carlos Santiago Alicea (EIN 66-0431869) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Carlos Santiago Alicea?
The Employer Identification Number (EIN) reported for Carlos Santiago Alicea is 66-0431869.
What is the latest Form 5500 filing year for Carlos Santiago Alicea?
The latest loaded Form 5500 filing year for Carlos Santiago Alicea is 2023.

Related Form 5500 pages