2023 Form 5500 filing — Dr. Benjamin Medina Profit Sharing & Money Purchase 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 20240712091128NAL0026501376001) for Dr. Benjamin Medina Profit Sharing & Money Purchase Plan, reported by Benjamin Medina Irizarry under EIN 66-0915011 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$343.9KReported net assets$343,878
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240712091128NAL0026501376001
Plan sponsor
Benjamin Medina Irizarry
EIN
66-0915011
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)$343.9K total assets
Net assets$343.9KLiabilities$0
Money in vs. money out
Total income / additions$17.1K
Total expenses$11K
Benefits paid / distributions$11K
Contributions
EmployerNot reported
Participant$36.2K
Full reported line items
Total assets (EOY)
$343,878
Total liabilities (EOY)
$0
Net assets (EOY)
$343,878
Participant contributions
$36,216
Total income / additions
$17,129
Benefits paid
$10,972
Total expenses
$10,972
Net increase / (decrease)
$6,157

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240712091128NAL0026501376001 cover?
It is the 2023 Form 5500 filing for Dr. Benjamin Medina Profit Sharing & Money Purchase Plan, reported by Benjamin Medina Irizarry (EIN 66-0915011).
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