2023 Form 5500 filing — Luis Alfredo De Jesus Vargas, Md 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 20250509100117NAL0008611107001) for Luis Alfredo De Jesus Vargas, Md Retirement Plan, reported by Luis Alfredo De Jesus Vargas, Md under EIN 66-0622827 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,303,404
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250509100117NAL0008611107001
Plan sponsor
Luis Alfredo De Jesus Vargas, Md
EIN
66-0622827
Plan number
001
Location
Caguas, 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)$1.3M total assets
Net assets$1.3MLiabilities$0
Money in vs. money out
Total income / additions$137.5K
Total expenses$90.1K
Benefits paid / distributions$90.1K
Full reported line items
Total assets (EOY)
$1,303,404
Total liabilities (EOY)
$0
Net assets (EOY)
$1,303,404
Total income / additions
$137,458
Benefits paid
$90,097
Total expenses
$90,097
Net increase / (decrease)
$47,361

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250509100117NAL0008611107001 cover?
It is the 2023 Form 5500 filing for Luis Alfredo De Jesus Vargas, Md Retirement Plan, reported by Luis Alfredo De Jesus Vargas, Md (EIN 66-0622827).
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