J. Rosado Rivera Retirement Plan — Form 5500 plan (Jorge L. Rosado Rivera)
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, J. Rosado Rivera Retirement Plan is a benefit plan reported by Jorge L. Rosado Rivera under EIN 66-6046060 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $1,257,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jorge L. Rosado Rivera
- EIN
- 66-6046060
- Plan number
- 001
- Plan type
- 2
- Location
- Trujillo Alto, PR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $1,257,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240222121157NAL0002094403001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,257,496
- Net assets (EOY)
- $1,257,496
- Net assets (BOY)
- $1,164,670
Income & contributions
- Total income / additions
- $119,982
Expenses & distributions
- Benefits paid
- $16,000
- Administrative expenses
- $11,156
- Total expenses
- $27,156
- Net increase / (decrease)
- $92,826
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.