2023 Form 5500 filing — F. Diaz Sotomayor 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 20240613082642NAL0048370736001) for F. Diaz Sotomayor Retirement Plan, reported by Francisco Diaz Sotomayor under EIN 59-8019528 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)$29KReported net assets$28,984
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240613082642NAL0048370736001
Plan sponsor
Francisco Diaz Sotomayor
EIN
59-8019528
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)$29K total assets
Net assets$29KLiabilities$0
Money in vs. money out
Total income / additions$250
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$28,984
Total liabilities (EOY)
$0
Net assets (EOY)
$28,984
Employer contributions
$0
Participant contributions
$0
Total income / additions
$250
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$250

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240613082642NAL0048370736001 cover?
It is the 2023 Form 5500 filing for F. Diaz Sotomayor Retirement Plan, reported by Francisco Diaz Sotomayor (EIN 59-8019528).
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