Maria D. Dueno Palmer Retirement Plan — Form 5500 plan (Maria D. Dueno Palmer)

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, Maria D. Dueno Palmer Retirement Plan is a benefit plan reported by Maria D. Dueno Palmer under EIN 58-3025708 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $135,016 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$135KPlan net assets, end of year$135,016
Participants1Covered participants reported
Assets / participant$135KComputed: assets ÷ participants$135,016 (computed)
Provider compensationNone reported
Plan sponsor
Maria D. Dueno Palmer
EIN
58-3025708
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$135K total assets
Net assets$135KLiabilities$0
Money in vs. money out
Total income / additions$11.1K
Total expenses$535
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$135,016
Total liabilities (EOY)
$0
Net assets (EOY)
$135,016
Net assets (BOY)
$124,422

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$11,129

Expenses & distributions

Benefits paid
$0
Administrative expenses
$535
Total expenses
$535
Net increase / (decrease)
$10,594
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Maria D. Dueno Palmer Retirement Plan?
Maria D. Dueno Palmer Retirement Plan is reported as sponsored by Maria D. Dueno Palmer (EIN 58-3025708, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Maria D. Dueno Palmer Retirement Plan?
The latest Form 5500 filing year loaded for Maria D. Dueno Palmer Retirement Plan is 2023.
How many participants does Maria D. Dueno Palmer Retirement Plan report?
Maria D. Dueno Palmer Retirement Plan reports 1 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Maria D. Dueno Palmer Retirement Plan?
Maria D. Dueno Palmer Retirement Plan reports $135,016 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages