2023 Form 5500 filing — Dr. Victor Rodriguez Venegas Retirement Plan Trust

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 20241004133159NAL0011468609001) for Dr. Victor Rodriguez Venegas Retirement Plan Trust, reported by Victor Rodriguez Venegas under EIN 66-0729012 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)$175.5KReported net assets$175,530
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241004133159NAL0011468609001
Plan sponsor
Victor Rodriguez Venegas
EIN
66-0729012
Plan number
001
Location
Ponce, 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)$210K total assets
Net assets$175.5KLiabilities$34.5K
Money in vs. money out
Total income / additions$38.1K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$31.4K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$209,989
Total liabilities (EOY)
$34,459
Net assets (EOY)
$175,530
Employer contributions
$31,356
Total income / additions
$38,146
Total expenses
$0
Net increase / (decrease)
$38,146

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004133159NAL0011468609001 cover?
It is the 2023 Form 5500 filing for Dr. Victor Rodriguez Venegas Retirement Plan Trust, reported by Victor Rodriguez Venegas (EIN 66-0729012).
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