Raul Marquez Santiago Retirement Plan — Form 5500 plan (Raul Marquez Santiago)
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, Raul Marquez Santiago Retirement Plan is a benefit plan reported by Raul Marquez Santiago under EIN 66-0544990 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $3,413,534 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Raul Marquez Santiago
- EIN
- 66-0544990
- Plan number
- 001
- Plan type
- 2
- Location
- San German, PR
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $3,413,534
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240724095641NAL0012809329001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,413,534
- Total liabilities (EOY)
- $14,119
- Net assets (EOY)
- $3,399,415
- Net assets (BOY)
- $3,070,185
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $343,720
Expenses & distributions
- Benefits paid
- $14,490
- Administrative expenses
- $0
- Total expenses
- $14,490
- Net increase / (decrease)
- $329,230
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.