Dr. Jose R. Cumba Retirement Plan — Form 5500 plan (Jose R. Cumba Quiles)
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 R. Cumba Retirement Plan is a benefit plan reported by Jose R. Cumba Quiles under EIN 66-6042157 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $3,802,840 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jose R. Cumba Quiles
- EIN
- 66-6042157
- Plan number
- 001
- Plan type
- 2
- Location
- Bayamon, PR
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $3,802,840
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240612124613NAL0013814115001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,802,840
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,802,840
- Net assets (BOY)
- $3,747,575
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $355,265
Expenses & distributions
- Benefits paid
- $300,000
- Administrative expenses
- $0
- Total expenses
- $300,000
- Net increase / (decrease)
- $55,265
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.