2023 Form 5500 filing — Jose Antonio Ayala Berrios 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 20241014151917NAL0015191859001) for Jose Antonio Ayala Berrios Retirement Plan, reported by Dr. Jose A. Ayala Berrios under EIN 66-0448864 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241014151917NAL0015191859001
Filing year
2023
Form type
2
Plan sponsor
Dr. Jose A. Ayala Berrios
EIN
66-0448864
Plan number
001
Location
Bayamon, PR
Participants
4
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,103,982
Total liabilities (EOY)
$5,591
Net assets (EOY)
$2,098,391
Employer contributions
$0
Participant contributions
$0
Total income / additions
$194,689
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$194,689
Schedule source
Schedule I

Related Form 5500 pages