2023 Form 5500 filing — Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187
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 20240715093254NAL0000633251001) for Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187, reported by Dr. Jose W. Valle Oliveras under EIN 66-0589827 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$658.2KReported net assets$658,183
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240715093254NAL0000633251001
- Plan sponsor
- Dr. Jose W. Valle Oliveras
- EIN
- 66-0589827
- Plan number
- 001
- Location
- Naguabo, PR
- Received date
- not reported in the loaded dataset
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)$658.2K total assets
Net assets$658.2KLiabilities$0
Full reported line items
- Total assets (EOY)
- $658,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $658,183
- Total income / additions
- -$2,206
- Total expenses
- $0
- Net increase / (decrease)
- -$2,206