2023 Form 5500 filing — Oscar A. Hernandez Lopez Retirment 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 20251008105429NAL0002937651001) for Oscar A. Hernandez Lopez Retirment Plan, reported by Oscar A. Hernandez Lopez under EIN 66-0722331 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)$3.2MReported net assets$3,172,790
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20251008105429NAL0002937651001
Plan sponsor
Oscar A. Hernandez Lopez
EIN
66-0722331
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)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$505.5K
Total expenses$40K
Benefits paid / distributions$40K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$3,172,790
Total liabilities (EOY)
$0
Net assets (EOY)
$3,172,790
Employer contributions
$0
Participant contributions
$0
Total income / additions
$505,513
Benefits paid
$40,000
Administrative expenses
$0
Total expenses
$40,000
Net increase / (decrease)
$465,513

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251008105429NAL0002937651001 cover?
It is the 2023 Form 5500 filing for Oscar A. Hernandez Lopez Retirment Plan, reported by Oscar A. Hernandez Lopez (EIN 66-0722331).
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