2023 Form 5500 filing — Roberto F. Garcia Morales 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 20240716141546NAL0002731537001) for Roberto F. Garcia Morales Retirement Plan, reported by Roberto F. Garcia Morales under EIN 66-0501054 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240716141546NAL0002731537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roberto F. Garcia Morales
- EIN
- 66-0501054
- Plan number
- 001
- Location
- Mayaguez, PR
- Participants
- 8
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,919,125
- Total liabilities (EOY)
- $11,687
- Net assets (EOY)
- $4,907,438
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $880,683
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $880,683
- Schedule source
- Schedule I