2023 Form 5500 filing — Benito Morales 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 20240530085644NAL0006457907001) for Benito Morales Rivera Retirement Plan, reported by Benito Morales Rivera under EIN 66-6032989 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240530085644NAL0006457907001
Filing year
2023
Form type
2
Plan sponsor
Benito Morales Rivera
EIN
66-6032989
Plan number
001
Location
Rio Piedras, PR
Participants
1
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,948,466
Total liabilities (EOY)
$0
Net assets (EOY)
$1,948,466
Employer contributions
$0
Participant contributions
$0
Total income / additions
$219,241
Benefits paid
$84,000
Administrative expenses
$0
Total expenses
$84,000
Net increase / (decrease)
$135,241
Schedule source
Schedule I

Related Form 5500 pages