2023 Form 5500 filing — L. Cortes Morales Retirement Plan (Formerly Luz N. Cortes 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 20240621084034NAL0003464176001) for L. Cortes Morales Retirement Plan (Formerly Luz N. Cortes Morales Retirement Plan), reported by Luz N. Cortes Morales under EIN 58-3132457 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240621084034NAL0003464176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Luz N. Cortes Morales
- EIN
- 58-3132457
- Plan number
- 001
- Location
- Trujillo Alto, PR
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $473,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $473,694
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $27,774
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $27,774
- Schedule source
- Schedule I