Dr. Luis J. Deliz Varela Target Benefit Pension Plan — Form 5500 plan (Dr. Luis J. Deliz Varela)
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. Luis J. Deliz Varela Target Benefit Pension Plan is a benefit plan reported by Dr. Luis J. Deliz Varela under EIN 66-0746088 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $2,256,403 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.3MPlan net assets, end of year$2,256,403
Participants3Covered participants reported
Assets / participant$752.1KComputed: assets ÷ participants$752,134 (computed)
Provider compensationNone reported
- Plan sponsor
- Dr. Luis J. Deliz Varela
- EIN
- 66-0746088
- Plan number
- 001
- Plan type
- 2
- Location
- Sabana Grande, PR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241007122607NAL0007566131001 |
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)$2.3M total assets
Net assets$2.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,256,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,256,403
- Net assets (BOY)
- $1,935,049
Income & contributions
- Employer contributions
- $78,200
- Total income / additions
- $321,354
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $321,354
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.