Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 — Form 5500 plan (Dr. Jose W. Valle Oliveras)

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, Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 is a benefit plan reported by Dr. Jose W. Valle Oliveras under EIN 66-0589827 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $658,183 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$658.2KPlan net assets, end of year$658,183
Participants6Covered participants reported
Assets / participant$109.7KComputed: assets ÷ participants$109,697 (computed)
Provider compensationNone reported
Plan sponsor
Dr. Jose W. Valle Oliveras
EIN
66-0589827
Plan number
001
Plan type
2
Location
Naguabo, PR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236I20240715093254NAL0000633251001
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)$658.2K total assets
Net assets$658.2KLiabilities$0
Money in vs. money out
Total income / additions-$2.2K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$658,183
Total liabilities (EOY)
$0
Net assets (EOY)
$658,183
Net assets (BOY)
$660,389

Income & contributions

Total income / additions
-$2,206

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
-$2,206

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages