2023 Form 5500 filing — Carmen Nydia Velazquez Santos Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240416075200NAL0000438979001) for Carmen Nydia Velazquez Santos Retirement Plan, reported by Carmen Nydia Velazquez Santos under EIN 58-3365017 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$154.3KReported net assets$154,297
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240416075200NAL0000438979001
Plan sponsor
Carmen Nydia Velazquez Santos
EIN
58-3365017
Plan number
001
Location
San Juan, PR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$154.3K total assets
Net assets$154.3KLiabilities$0
Money in vs. money out
Total income / additions$10.5K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$154,297
Total liabilities (EOY)
$0
Net assets (EOY)
$154,297
Employer contributions
$0
Participant contributions
$0
Total income / additions
$10,522
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$10,522

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240416075200NAL0000438979001 cover?
It is the 2023 Form 5500 filing for Carmen Nydia Velazquez Santos Retirement Plan, reported by Carmen Nydia Velazquez Santos (EIN 58-3365017).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages