2023 Form 5500 filing — Ramon A. Montalvo Alvarez Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240202110714NAL0048298754001) for Ramon A. Montalvo Alvarez Retirement Plan, reported by Ramon A. Montalvo Alvarez under EIN 66-0378848 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240202110714NAL0048298754001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ramon A. Montalvo Alvarez
- EIN
- 66-0378848
- Plan number
- 001
- Location
- San German, PR
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $460,922
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $460,922
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $45,891
- Benefits paid
- $25,000
- Administrative expenses
- $0
- Total expenses
- $25,000
- Net increase / (decrease)
- $20,891
- Schedule source
- Schedule I