Roberto F. Garcia Morales Retirement Plan — Form 5500 plan (Roberto F. Garcia 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, Roberto F. Garcia Morales Retirement Plan is a benefit plan reported by Roberto F. Garcia Morales under EIN 66-0501054 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $4,919,125 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roberto F. Garcia Morales
- EIN
- 66-0501054
- Plan number
- 001
- Plan type
- 2
- Location
- Mayaguez, PR
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $4,919,125
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240716141546NAL0002731537001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,919,125
- Total liabilities (EOY)
- $11,687
- Net assets (EOY)
- $4,907,438
- Net assets (BOY)
- $4,026,755
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $880,683
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $880,683
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.