Daniel Almodovar Marchany Retirement Plan Series 98-1666 — Form 5500 plan (Daniel Almodovar Marchany)
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, Daniel Almodovar Marchany Retirement Plan Series 98-1666 is a benefit plan reported by Daniel Almodovar Marchany under EIN 66-0505358 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $668,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daniel Almodovar Marchany
- EIN
- 66-0505358
- Plan number
- 001
- Plan type
- 2
- Location
- San German, PR
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $668,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240710072534NAL0014581137001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $668,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $668,734
- Net assets (BOY)
- $627,853
Income & contributions
- Employer contributions
- $12,000
- Total income / additions
- $40,881
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $40,881
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.