Ismael Rodriguez Morales Retirement Plan — Form 5500 plan (Ismael Rodriguez Morales)
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, Ismael Rodriguez Morales Retirement Plan is a benefit plan reported by Ismael Rodriguez Morales under EIN 58-4464430 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $63,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ismael Rodriguez Morales
- EIN
- 58-4464430
- Plan number
- 001
- Plan type
- 2
- Location
- Naranjito, PR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240516102247NAL0041676209001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $63,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,826
- Net assets (BOY)
- $68,950
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $839
Expenses & distributions
- Benefits paid
- $5,963
- Administrative expenses
- $0
- Total expenses
- $5,963
- Net increase / (decrease)
- -$5,124
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.