2023 Form 5500 filing — Juan R. Vives Pagan Profit Sharing 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 20240715081855NAL0000588371001) for Juan R. Vives Pagan Profit Sharing Retirement Plan, reported by Juan R. Vives Pagan under EIN 66-0428519 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$269.9KReported net assets$269,895
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240715081855NAL0000588371001
Plan sponsor
Juan R. Vives Pagan
EIN
66-0428519
Plan number
001
Location
San Juan, 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)$269.9K total assets
Net assets$269.9KLiabilities$0
Money in vs. money out
Total income / additions$21K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$269,895
Total liabilities (EOY)
$0
Net assets (EOY)
$269,895
Employer contributions
$0
Participant contributions
$0
Total income / additions
$21,003
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$21,003

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715081855NAL0000588371001 cover?
It is the 2023 Form 5500 filing for Juan R. Vives Pagan Profit Sharing Retirement Plan, reported by Juan R. Vives Pagan (EIN 66-0428519).
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