Jose Cruz Beltran Retirement Plan — Form 5500 plan (Jose Cruz Beltran)
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 Cruz Beltran Retirement Plan is a benefit plan reported by Jose Cruz Beltran under EIN 66-0997583 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $325,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jose Cruz Beltran
- EIN
- 66-0997583
- Plan number
- 001
- Plan type
- 2
- Location
- Humacao, PR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $325,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240619101217NAL0002629171001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $325,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $325,000
- Net assets (BOY)
- $295,246
Income & contributions
- Employer contributions
- $0
- Total income / additions
- $29,754
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $29,754
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.