Edgardo Alegria Alicea Retirement Plan — Form 5500 plan (Edgardo Alegria Alicea)
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, Edgardo Alegria Alicea Retirement Plan is a benefit plan reported by Edgardo Alegria Alicea under EIN 66-0434901 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,770,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edgardo Alegria Alicea
- EIN
- 66-0434901
- Plan number
- 001
- Plan type
- 2
- Location
- Vega Baja, PR
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,770,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240731140453NAL0047018322001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,770,890
- Total liabilities (EOY)
- $21,827
- Net assets (EOY)
- $1,749,063
- Net assets (BOY)
- $1,535,283
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $213,780
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $213,780
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.