2023 Form 5500 filing — Carlos Bartolomei Ortiz 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 20240610115037NAL0012489107001) for Carlos Bartolomei Ortiz Retirement Plan, reported by Carlos Bartolomei Ortiz under EIN 66-1000409 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240610115037NAL0012489107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carlos Bartolomei Ortiz
- EIN
- 66-1000409
- Plan number
- 001
- Location
- Cidra, PR
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $252,534
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $252,534
- Employer contributions
- $0
- Total income / additions
- $23,427
- Total expenses
- $0
- Net increase / (decrease)
- $23,427
- Schedule source
- Schedule I