2023 Form 5500 filing — J. Rosado Rivera 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 20240222121157NAL0002094403001) for J. Rosado Rivera Retirement Plan, reported by Jorge L. Rosado Rivera under EIN 66-6046060 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240222121157NAL0002094403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jorge L. Rosado Rivera
- EIN
- 66-6046060
- Plan number
- 001
- Location
- Trujillo Alto, PR
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,257,496
- Net assets (EOY)
- $1,257,496
- Total income / additions
- $119,982
- Benefits paid
- $16,000
- Administrative expenses
- $11,156
- Total expenses
- $27,156
- Net increase / (decrease)
- $92,826
- Schedule source
- Schedule I