2023 Form 5500 filing — A. Rodriguez 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 20240520114300NAL0002587042001) for A. Rodriguez Retirement Plan, reported by Audeliz Rodriguez Rodriguez under EIN 66-6047218 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$354.1KReported net assets$354,091
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240520114300NAL0002587042001
Plan sponsor
Audeliz Rodriguez Rodriguez
EIN
66-6047218
Plan number
001
Location
Isabela, PR
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$354.1K total assets
Net assets$354.1KLiabilities$0
Money in vs. money out
Total income / additions$30.6K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$354,091
Total liabilities (EOY)
$0
Net assets (EOY)
$354,091
Employer contributions
$0
Participant contributions
$0
Total income / additions
$30,616
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$30,616

Related Form 5500 pages