2023 Form 5500 filing — Jose M. Sala Colon 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 20240425102256NAL0016103217001) for Jose M. Sala Colon Retirement Plan, reported by Jose M. Sala Colon under EIN 21-7708139 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)$1.4MReported net assets$1,363,353
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240425102256NAL0016103217001
Plan sponsor
Jose M. Sala Colon
EIN
21-7708139
Plan number
001
Location
Guaynabo, 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)$1.4M total assets
Net assets$1.4MLiabilities$0
Money in vs. money out
Total income / additions$414.9K
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$1,363,353
Total liabilities (EOY)
$0
Net assets (EOY)
$1,363,353
Employer contributions
$0
Participant contributions
$0
Total income / additions
$414,946
Benefits paid
$1,188,014
Administrative expenses
$0
Total expenses
$1,188,014
Net increase / (decrease)
-$773,068

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240425102256NAL0016103217001 cover?
It is the 2023 Form 5500 filing for Jose M. Sala Colon Retirement Plan, reported by Jose M. Sala Colon (EIN 21-7708139).
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