2023 Form 5500 filing — L. Algarin Lopez 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 20240711072854NAL0015856705001) for L. Algarin Lopez Retirement Plan, reported by Lourdes Algarin Lopez under EIN 58-2025456 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)$1.4MReported net assets$1,395,725
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240711072854NAL0015856705001
Plan sponsor
Lourdes Algarin Lopez
EIN
58-2025456
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)$1.4M total assets
Net assets$1.4MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$12K
Benefits paid / distributions$12K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$1,395,725
Total liabilities (EOY)
$0
Net assets (EOY)
$1,395,725
Employer contributions
$0
Participant contributions
$0
Total income / additions
$1,407,725
Benefits paid
$12,000
Administrative expenses
$0
Total expenses
$12,000
Net increase / (decrease)
$1,395,725

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240711072854NAL0015856705001 cover?
It is the 2023 Form 5500 filing for L. Algarin Lopez Retirement Plan, reported by Lourdes Algarin Lopez (EIN 58-2025456).
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