2023 Form 5500 filing — Ulees 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 20241002103332NAL0003951971001) for Ulees Retirement Plan, reported by Unidad Laboral De Enfermeras Y Empleados De La Salud, Inc. under EIN 66-0359044 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$404.8KReported net assets$404,772
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241002103332NAL0003951971001
Plan sponsor
Unidad Laboral De Enfermeras Y Empleados De La Salud, Inc.
EIN
66-0359044
Plan number
001
Location
San Juan, 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)$404.8K total assets
Net assets$404.8KLiabilities
Money in vs. money out
Total income / additions$91.9K
Total expenses$16.2K
Benefits paid / distributions$12K
Contributions
Employer$9.2K
Participant$17.2K
Full reported line items
Total assets (EOY)
$404,772
Net assets (EOY)
$404,772
Employer contributions
$9,238
Participant contributions
$17,238
Total income / additions
$91,855
Benefits paid
$12,000
Administrative expenses
$4,219
Total expenses
$16,219
Net increase / (decrease)
$75,636

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002103332NAL0003951971001 cover?
It is the 2023 Form 5500 filing for Ulees Retirement Plan, reported by Unidad Laboral De Enfermeras Y Empleados De La Salud, Inc. (EIN 66-0359044).
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