2023 Form 5500 filing — C. Vives-Alvarado 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 20240422114323NAL0006996051001) for C. Vives-Alvarado Retirement Plan, reported by Carlos J. Vives Alvarado under EIN 66-6049878 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)$251.5KReported net assets$251,531
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240422114323NAL0006996051001
Plan sponsor
Carlos J. Vives Alvarado
EIN
66-6049878
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)$251.5K total assets
Net assets$251.5KLiabilities$0
Money in vs. money out
Total income / additions$201.5K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$251,531
Total liabilities (EOY)
$0
Net assets (EOY)
$251,531
Employer contributions
$0
Participant contributions
$0
Total income / additions
$201,514
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$201,514

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240422114323NAL0006996051001 cover?
It is the 2023 Form 5500 filing for C. Vives-Alvarado Retirement Plan, reported by Carlos J. Vives Alvarado (EIN 66-6049878).
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