2023 Form 5500 filing — Portela & Zubrzycki 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 20240709090826NAL0008555987001) for Portela & Zubrzycki Retirement Plan, reported by Rosaliz M. Portela Fernandez under EIN 59-6149903 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240709090826NAL0008555987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rosaliz M. Portela Fernandez
- EIN
- 59-6149903
- Plan number
- 001
- Location
- Rio Piedras, PR
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $681,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $681,757
- Employer contributions
- $38,000
- Participant contributions
- $0
- Total income / additions
- $176,598
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $176,598
- Schedule source
- Schedule I