2023 Form 5500 filing — Baltasar A. Cruz LLC 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 20240729102558NAL0018672225001) for Baltasar A. Cruz LLC Profit Sharing Retirement Plan, reported by Baltasar A. Cruz LLC under EIN 66-0850626 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$717.4KReported net assets$717,370
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240729102558NAL0018672225001
Plan sponsor
Baltasar A. Cruz LLC
EIN
66-0850626
Plan number
001
Location
Mayaguez, 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)$717.4K total assets
Net assets$717.4KLiabilities$0
Money in vs. money out
Total income / additions$57.4K
Total expenses$22.2K
Benefits paid / distributions$22.2K
Contributions
Employer$635
Participant$0
Full reported line items
Total assets (EOY)
$717,370
Total liabilities (EOY)
$0
Net assets (EOY)
$717,370
Employer contributions
$635
Participant contributions
$0
Total income / additions
$57,433
Benefits paid
$22,188
Administrative expenses
$0
Total expenses
$22,188
Net increase / (decrease)
$35,245

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729102558NAL0018672225001 cover?
It is the 2023 Form 5500 filing for Baltasar A. Cruz LLC Profit Sharing Retirement Plan, reported by Baltasar A. Cruz LLC (EIN 66-0850626).
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