2023 Form 5500 filing — Jorge Eusebio Ruiz Diaz 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 20240503065154NAL0032564594001) for Jorge Eusebio Ruiz Diaz Retirement Plan, reported by Jorge E. Ruiz Diaz under EIN 66-0481866 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$892.7KReported net assets$892,713
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240503065154NAL0032564594001
Plan sponsor
Jorge E. Ruiz Diaz
EIN
66-0481866
Plan number
001
Location
Ponce, 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)$892.7K total assets
Net assets$892.7KLiabilities$0
Money in vs. money out
Total income / additions$125.3K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$66K
Participant$0
Full reported line items
Total assets (EOY)
$892,713
Total liabilities (EOY)
$0
Net assets (EOY)
$892,713
Employer contributions
$66,000
Participant contributions
$0
Total income / additions
$125,254
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$125,254

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240503065154NAL0032564594001 cover?
It is the 2023 Form 5500 filing for Jorge Eusebio Ruiz Diaz Retirement Plan, reported by Jorge E. Ruiz Diaz (EIN 66-0481866).
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