Ledesma & Vargas LLC — 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, Ledesma & Vargas LLC (EIN 66-0741946) 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
66-0741946
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 Ledesma & Vargas LLC

  • 1 loaded plans hold $343.8K in reported assets.
  • The largest, Ledesma & Vargas LLC 1081.01 Retirement Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 18 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$343.8KSummed across loaded plans$343,763
Total reported assets$343.8K$343,763
Total reported participants18
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$343.8K total assets
Net assets$343.8KLiabilities
Contributions & income
Employer contributions$4.3K
Participant contributions$29K
Total income / additions$75.6K
Expenses & distributions
Benefits paid / distributions$1.2K
Total expenses$5.6K
Net increase / (decrease)$70K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%Ledesma & Vargas LLC 1081.01 Retirement Plan And Trust
Participants per plan18Average 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 · 18 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ledesma & Vargas LLC. Open one for its full reported snapshot.

  1. 2023
    Ledesma & Vargas LLC 1081.01 Retirement Plan And Trust18 participants · 2Sch ISch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ledesma & Vargas LLC report on Form 5500?
Ledesma & Vargas LLC (EIN 66-0741946) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ledesma & Vargas LLC?
The Employer Identification Number (EIN) reported for Ledesma & Vargas LLC is 66-0741946.
What is the latest Form 5500 filing year for Ledesma & Vargas LLC?
The latest loaded Form 5500 filing year for Ledesma & Vargas LLC is 2023.

Related Form 5500 pages