2023 Form 5500 filing — Alberto Ortiz Carrasquillo Money Purchase

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 20240418072402NAL0002868899001) for Alberto Ortiz Carrasquillo Money Purchase, reported by Alberto Ortiz Carrasquillo under EIN 66-0802681 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240418072402NAL0002868899001
Filing year
2023
Form type
2
Plan sponsor
Alberto Ortiz Carrasquillo
EIN
66-0802681
Plan number
001
Location
Bayamon, PR
Participants
1
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,572,578
Total liabilities (EOY)
$0
Net assets (EOY)
$1,572,578
Employer contributions
$0
Participant contributions
$0
Total income / additions
$144,895
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$144,895
Schedule source
Schedule I

Related Form 5500 pages