Axel Wilberto Velez Santiago Csp Retirement Plan — Form 5500 plan (Axel Wilberto Velez Santiago Csp)
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, Axel Wilberto Velez Santiago Csp Retirement Plan is a benefit plan reported by Axel Wilberto Velez Santiago Csp under EIN 66-0539886 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,059,963 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Axel Wilberto Velez Santiago Csp
- EIN
- 66-0539886
- Plan number
- 001
- Plan type
- 2
- Location
- San German, PR
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,059,963
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240613101130NAL0030363649001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,059,963
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,059,963
- Net assets (BOY)
- $810,806
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $249,157
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $249,157
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.