Profit Sharing Plan Qrp Keogh — Form 5500 plan (Ronald Monteverde Md Pc)

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, Profit Sharing Plan Qrp Keogh is a benefit plan reported by Ronald Monteverde Md Pc under EIN 85-0332961 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $1,911,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ronald Monteverde Md Pc
EIN
85-0332961
Plan number
002
Plan type
2
Location
Hobbs, NM
Latest filing year
2023
Participants
4
End-of-year plan assets
$1,911,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234I20240725122405NAL0022404240001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,911,254
Net assets (EOY)
$1,911,254
Net assets (BOY)
$1,710,441

Income & contributions

Participant contributions
$720
Total income / additions
$269,265

Expenses & distributions

Benefits paid
$68,452
Total expenses
$68,452
Net increase / (decrease)
$200,813

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages