2023 Form 5500 filing — Daniel Almodovar Marchany Retirement Plan Series 98-1666

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 20240710072534NAL0014581137001) for Daniel Almodovar Marchany Retirement Plan Series 98-1666, reported by Daniel Almodovar Marchany under EIN 66-0505358 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240710072534NAL0014581137001
Filing year
2023
Form type
2
Plan sponsor
Daniel Almodovar Marchany
EIN
66-0505358
Plan number
001
Location
San German, PR
Participants
3
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$668,734
Total liabilities (EOY)
$0
Net assets (EOY)
$668,734
Employer contributions
$12,000
Total income / additions
$40,881
Total expenses
$0
Net increase / (decrease)
$40,881
Schedule source
Schedule I

Related Form 5500 pages