2023 Form 5500 filing — Jorge Lucena And Myrna Perez 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 20240605172550NAL0021176033001) for Jorge Lucena And Myrna Perez Retirement Plan, reported by Jorge Lucena Betancourt And Myrna Perez Reyes under EIN 58-3308730 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240605172550NAL0021176033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jorge Lucena Betancourt And Myrna Perez Reyes
- EIN
- 58-3308730
- Plan number
- 001
- Location
- Hatillo, PR
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $217,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $217,684
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $217,684
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $217,684
- Schedule source
- Schedule I