2023 Form 5500 filing — Julio J. Diaz Padilla 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 20250411093504NAL0037972704001) for Julio J. Diaz Padilla Retirement Plan, reported by Julio J. Diaz Padilla under EIN 66-0672960 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,717,053
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250411093504NAL0037972704001
Plan sponsor
Julio J. Diaz Padilla
EIN
66-0672960
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)$1.7M total assets
Net assets$1.7MLiabilities$0
Money in vs. money out
Total income / additions$616.5K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$1,717,053
Total liabilities (EOY)
$0
Net assets (EOY)
$1,717,053
Employer contributions
$0
Participant contributions
$0
Total income / additions
$616,491
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$616,491

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250411093504NAL0037972704001 cover?
It is the 2023 Form 5500 filing for Julio J. Diaz Padilla Retirement Plan, reported by Julio J. Diaz Padilla (EIN 66-0672960).
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