2023 Form 5500 filing — Moises A. Villadelgado Dvm Morgan Stanley As Keogh Custodian

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 20240529141505NAL0024422642002) for Moises A. Villadelgado Dvm Morgan Stanley As Keogh Custodian, reported by Moises Villadelgado, D.V.M. under EIN 13-2937215 and plan number 003. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,896,743
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240529141505NAL0024422642002
Plan sponsor
Moises Villadelgado, D.V.M.
EIN
13-2937215
Plan number
003
Location
Staten Island, NY
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)$1.9M total assets
Net assets$1.9MLiabilities
Money in vs. money out
Total income / additions$308.2K
Total expenses$68.5K
Benefits paid / distributions$68.4K
Contributions
Employer$60.7K
Participant$2.1K
Full reported line items
Total assets (EOY)
$1,896,743
Net assets (EOY)
$1,896,743
Employer contributions
$60,673
Participant contributions
$2,059
Total income / additions
$308,222
Benefits paid
$68,353
Administrative expenses
$178
Total expenses
$68,531
Net increase / (decrease)
$239,691

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240529141505NAL0024422642002 cover?
It is the 2023 Form 5500 filing for Moises A. Villadelgado Dvm Morgan Stanley As Keogh Custodian, reported by Moises Villadelgado, D.V.M. (EIN 13-2937215).
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