M. Sosa Portillo Retirement Plan — Form 5500 plan (Miguel E. Sosa Portillo)
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, M. Sosa Portillo Retirement Plan is a benefit plan reported by Miguel E. Sosa Portillo under EIN 59-6055351 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $235,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Miguel E. Sosa Portillo
- EIN
- 59-6055351
- Plan number
- 001
- Plan type
- 2
- Location
- Humacao, PR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $235,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240318110105NAL0005722625001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $235,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $235,333
- Net assets (BOY)
- $197,646
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $37,687
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $37,687
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.