Alicea Valentin - Baez Chao Retirement Plan — Form 5500 plan (Pablo Baez Chao)
Plain-English plan 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, Alicea Valentin - Baez Chao Retirement Plan is a benefit plan reported by Pablo Baez Chao under EIN 06-1403712 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $5,628,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pablo Baez Chao
- EIN
- 06-1403712
- Plan number
- 002
- Plan type
- 2
- Location
- Rio Piedras, PR
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $5,628,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240731075425NAL0021891649001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,628,643
- Total liabilities (EOY)
- $112,950
- Net assets (EOY)
- $5,515,693
- Net assets (BOY)
- $4,701,562
Income & contributions
- Employer contributions
- $80,000
- Participant contributions
- $0
- Total income / additions
- $814,131
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $814,131
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.