Alberto Ortiz Carrasquillo Money Purchase — Form 5500 plan (Alberto Ortiz Carrasquillo)
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, Alberto Ortiz Carrasquillo Money Purchase is a benefit plan reported by Alberto Ortiz Carrasquillo under EIN 66-0802681 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $1,572,578 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alberto Ortiz Carrasquillo
- EIN
- 66-0802681
- Plan number
- 001
- Plan type
- 2
- Location
- Bayamon, PR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $1,572,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240418072402NAL0002868899001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,572,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,572,578
- Net assets (BOY)
- $1,427,683
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $144,895
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $144,895
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.