2023 Form 5500 filing — Charles E. Vilaro Nelms, Md 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 20240723143813NAL0007391331001) for Charles E. Vilaro Nelms, Md Retirement Plan, reported by Charles E. Vilaro Nelms, Md under EIN 66-0487924 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,315,686
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240723143813NAL0007391331001
Plan sponsor
Charles E. Vilaro Nelms, Md
EIN
66-0487924
Plan number
001
Location
Bayamon, 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)$1.3M total assets
Net assets$1.3MLiabilities$17K
Money in vs. money out
Total income / additions$114.2K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$1,332,659
Total liabilities (EOY)
$16,973
Net assets (EOY)
$1,315,686
Total income / additions
$114,172
Total expenses
$0
Net increase / (decrease)
$114,172

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723143813NAL0007391331001 cover?
It is the 2023 Form 5500 filing for Charles E. Vilaro Nelms, Md Retirement Plan, reported by Charles E. Vilaro Nelms, Md (EIN 66-0487924).
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