2023 Form 5500 filing — Jose Cruz Beltran 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 20240619101217NAL0002629171001) for Jose Cruz Beltran Retirement Plan, reported by Jose Cruz Beltran under EIN 66-0997583 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240619101217NAL0002629171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jose Cruz Beltran
- EIN
- 66-0997583
- Plan number
- 001
- Location
- Humacao, PR
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $325,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $325,000
- Employer contributions
- $0
- Total income / additions
- $29,754
- Total expenses
- $0
- Net increase / (decrease)
- $29,754
- Schedule source
- Schedule I