2023 Form 5500 filing — Jose O. Garcia Burgos, Md 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 20240711073508NAL0009160915001) for Jose O. Garcia Burgos, Md Retirement Plan, reported by Jose Garcia under EIN 66-0644251 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240711073508NAL0009160915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jose Garcia
- EIN
- 66-0644251
- Plan number
- 001
- Location
- Aibonito, PR
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,412,472
- Total liabilities (EOY)
- $78,831
- Net assets (EOY)
- $1,333,641
- Participant contributions
- $84,528
- Total income / additions
- $155,355
- Total expenses
- $0
- Net increase / (decrease)
- $155,355
- Schedule source
- Schedule I