2023 Form 5500 filing — Alejandro Acosta 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 20241009133438NAL0010677891001) for Alejandro Acosta Profit Sharing Retirement Plan, reported by Alejandro Acosta Rivera under EIN 66-0446542 and plan number 002. 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)$3.6MReported net assets$3,644,860
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241009133438NAL0010677891001
Plan sponsor
Alejandro Acosta Rivera
EIN
66-0446542
Plan number
002
Location
Cabo Rojo, 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)$3.7M total assets
Net assets$3.6MLiabilities$10.5K
Money in vs. money out
Total income / additions$212.3K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$3,655,378
Total liabilities (EOY)
$10,518
Net assets (EOY)
$3,644,860
Employer contributions
$0
Participant contributions
$0
Total income / additions
$212,330
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$212,330

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009133438NAL0010677891001 cover?
It is the 2023 Form 5500 filing for Alejandro Acosta Profit Sharing Retirement Plan, reported by Alejandro Acosta Rivera (EIN 66-0446542).
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