2023 Form 5500 filing — L. Ayala Morales 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 20240520094611NAL0001249105001) for L. Ayala Morales Retirement Plan, reported by Luis Ayala Morales under EIN 66-6047644 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)$65.4KReported net assets$65,429
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240520094611NAL0001249105001
Plan sponsor
Luis Ayala Morales
EIN
66-6047644
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)$65.4K total assets
Net assets$65.4KLiabilities$0
Money in vs. money out
Total income / additions$23.9K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$20K
Participant$0
Full reported line items
Total assets (EOY)
$65,429
Total liabilities (EOY)
$0
Net assets (EOY)
$65,429
Employer contributions
$20,000
Participant contributions
$0
Total income / additions
$23,851
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$23,851

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240520094611NAL0001249105001 cover?
It is the 2023 Form 5500 filing for L. Ayala Morales Retirement Plan, reported by Luis Ayala Morales (EIN 66-6047644).
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