Jose J. Lopez Agudo Oftalmologo, Csp Retirement Plan — Form 5500 plan (Jose J. Lopez Agudo Oftalmologo, 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, Jose J. Lopez Agudo Oftalmologo, Csp Retirement Plan is a benefit plan reported by Jose J. Lopez Agudo Oftalmologo, Csp under EIN 66-0542410 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $1,324,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jose J. Lopez Agudo Oftalmologo, Csp
- EIN
- 66-0542410
- Plan number
- 001
- Plan type
- 2
- Location
- Fajardo, PR
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $1,324,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240314144843NAL0049580176001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,324,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,324,243
- Net assets (BOY)
- $1,124,440
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $199,803
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $199,803
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.