Hernandez Retirement Plan — Form 5500 plan (Jose A. Hernandez Velez)
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, Hernandez Retirement Plan is a benefit plan reported by Jose A. Hernandez Velez under EIN 66-0446507 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $258,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jose A. Hernandez Velez
- EIN
- 66-0446507
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, TX
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $258,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240627143656NAL0006386243001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $258,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $258,298
- Net assets (BOY)
- $226,271
Income & contributions
- Total income / additions
- $32,027
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $32,027
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.