2023 Form 5500 filing — Fernando L. Sosa 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 20240723142540NAL0006692867001) for Fernando L. Sosa Profit Sharing Retirement Plan, reported by Fernando L. Sosa Clinica Dental Plaza, Inc. under EIN 66-0410367 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)$124KReported net assets$124,025
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240723142540NAL0006692867001
Plan sponsor
Fernando L. Sosa Clinica Dental Plaza, Inc.
EIN
66-0410367
Plan number
001
Location
Carolina, 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)$124K total assets
Net assets$124KLiabilities$0
Money in vs. money out
Total income / additions$6.7K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$124,025
Total liabilities (EOY)
$0
Net assets (EOY)
$124,025
Employer contributions
$0
Participant contributions
$0
Total income / additions
$6,725
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$6,725

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723142540NAL0006692867001 cover?
It is the 2023 Form 5500 filing for Fernando L. Sosa Profit Sharing Retirement Plan, reported by Fernando L. Sosa Clinica Dental Plaza, Inc. (EIN 66-0410367).
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