2023 Form 5500 filing — American Vision Express 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 20241015155528NAL0015021523001) for American Vision Express Profit Sharing Retirement Plan, reported by Pedro Ellin Lugo under EIN 66-6046349 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)$124.2KReported net assets$124,151
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015155528NAL0015021523001
Plan sponsor
Pedro Ellin Lugo
EIN
66-6046349
Plan number
001
Location
Camuy, 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)$124.2K total assets
Net assets$124.2KLiabilities$0
Money in vs. money out
Total income / additions$30.1K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$20K
Participant$0
Full reported line items
Total assets (EOY)
$124,151
Total liabilities (EOY)
$0
Net assets (EOY)
$124,151
Employer contributions
$20,000
Participant contributions
$0
Total income / additions
$30,071
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$30,071

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015155528NAL0015021523001 cover?
It is the 2023 Form 5500 filing for American Vision Express Profit Sharing Retirement Plan, reported by Pedro Ellin Lugo (EIN 66-6046349).
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