2023 Form 5500 filing — Jose A. Maymi Rivera Retirement Plan Series 95-1140
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 20240716064321NAL0002738737001) for Jose A. Maymi Rivera Retirement Plan Series 95-1140, reported by Jose A Maymi Rivera under EIN 66-0497325 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240716064321NAL0002738737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jose A Maymi Rivera
- EIN
- 66-0497325
- Plan number
- 001
- Location
- Dorado, PR
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,423,069
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,423,069
- Employer contributions
- $24,000
- Total income / additions
- $207,932
- Total expenses
- $0
- Net increase / (decrease)
- $207,932
- Schedule source
- Schedule I