Guevara-Abadia Retirement Plan Series 97-1541 — Form 5500 plan (Dr. Francisco Guevara & Sra Vivian Abadia)
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, Guevara-Abadia Retirement Plan Series 97-1541 is a benefit plan reported by Dr. Francisco Guevara & Sra Vivian Abadia under EIN 66-0577314 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $716,426 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$716.4KPlan net assets, end of year$716,426
Participants5Covered participants reported
Assets / participant$143.3KComputed: assets ÷ participants$143,285 (computed)
Provider compensationNone reported
- Plan sponsor
- Dr. Francisco Guevara & Sra Vivian Abadia
- EIN
- 66-0577314
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, PR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240613103543NAL0014455315001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$716.4K total assets
Net assets$716.4KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $716,426
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $716,426
- Net assets (BOY)
- $640,830
Income & contributions
- Total income / additions
- $75,596
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $75,596
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.