2023 Form 5500 filing — Hernandez 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 20240627143656NAL0006386243001) for Hernandez Retirement Plan, reported by Jose A. Hernandez Velez under EIN 66-0446507 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240627143656NAL0006386243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jose A. Hernandez Velez
- EIN
- 66-0446507
- Plan number
- 001
- Location
- Jacksonville, TX
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $258,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $258,298
- Total income / additions
- $32,027
- Total expenses
- $0
- Net increase / (decrease)
- $32,027
- Schedule source
- Schedule I