Jose H. Valentin Sivico Dmd Retirement Plan — Form 5500 plan (Jose H. Valentin Sivico)
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 H. Valentin Sivico Dmd Retirement Plan is a benefit plan reported by Jose H. Valentin Sivico under EIN 66-0722394 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $154,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jose H. Valentin Sivico
- EIN
- 66-0722394
- Plan number
- 001
- Plan type
- 2
- Location
- Aguadilla, PR
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $154,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20241011103236NAL0038443984001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $154,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $154,386
- Net assets (BOY)
- $150,073
Income & contributions
- Total income / additions
- $4,313
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $4,313
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.