2023 Form 5500 filing — Santa M. Merle Ramirez 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 20240701085213NAL0004006193001) for Santa M. Merle Ramirez Retirement Plan, reported by Santa M. Merle Ramirez under EIN 66-0757403 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$693.3KReported net assets$693,296
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240701085213NAL0004006193001
Plan sponsor
Santa M. Merle Ramirez
EIN
66-0757403
Plan number
001
Location
Mayaguez, 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)$693.3K total assets
Net assets$693.3KLiabilities$0
Money in vs. money out
Total income / additions$116.7K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$1.2K
Participant$0
Full reported line items
Total assets (EOY)
$693,296
Total liabilities (EOY)
$0
Net assets (EOY)
$693,296
Employer contributions
$1,200
Participant contributions
$0
Total income / additions
$116,697
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$116,697

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240701085213NAL0004006193001 cover?
It is the 2023 Form 5500 filing for Santa M. Merle Ramirez Retirement Plan, reported by Santa M. Merle Ramirez (EIN 66-0757403).
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