How many benefit plans does Doris Perez Ortiz report on Form 5500?

Doris Perez Ortiz (EIN 66-0494152) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Doris Perez Ortiz?

The Employer Identification Number (EIN) reported for Doris Perez Ortiz is 66-0494152.

What is the latest Form 5500 filing year for Doris Perez Ortiz?

The latest loaded Form 5500 filing year for Doris Perez Ortiz is 2023.

Doris Perez Ortiz — 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, Doris Perez Ortiz (EIN 66-0494152) is a plan sponsor located in Caguas, 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: 66-0494152
Location: Caguas, 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 Doris Perez Ortiz

1 loaded plans hold $1.2M in reported assets.
The largest, Dra. Doris Perez Ortiz 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$1.2MSummed across loaded plans$1,151,632

Total reported assets$1.2M$1,151,632

Total reported participants1

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets

Net assets$1.2MLiabilities$0

Contributions & income

Employer contributions$0

Participant contributions$0

Total income / additions$51K

Expenses & distributions

Benefits paid / distributions$0

Total expenses$0

Net increase / (decrease)$51K

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%Dra. Doris Perez Ortiz 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
Dra. Doris Perez Ortiz Retirement Plan$1.2M
Plan #001 · 1 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 Doris Perez Ortiz. Open one for its full reported snapshot.

2023
Dra. Doris Perez Ortiz Retirement Plan1 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Doris Perez Ortiz report on Form 5500?: Doris Perez Ortiz (EIN 66-0494152) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Doris Perez Ortiz?: The Employer Identification Number (EIN) reported for Doris Perez Ortiz is 66-0494152.
What is the latest Form 5500 filing year for Doris Perez Ortiz?: The latest loaded Form 5500 filing year for Doris Perez Ortiz is 2023.