2023 Form 5500 filing — Eric Enrique Ortiz Llavona 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 20240522083042NAL0001892419001) for Eric Enrique Ortiz Llavona Retirement Plan, reported by Eric Enrique Ortiz Llavona under EIN 58-3982192 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240522083042NAL0001892419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eric Enrique Ortiz Llavona
- EIN
- 58-3982192
- Plan number
- 001
- Location
- Aguadilla, PR
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $180,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $180,912
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $7,707
- Benefits paid
- $685
- Administrative expenses
- $0
- Total expenses
- $685
- Net increase / (decrease)
- $7,022
- Schedule source
- Schedule I