2023 Form 5500 filing — Norberto Marchany Torres 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 20240718095203NAL0005582225001) for Norberto Marchany Torres Retirement Plan, reported by Norberto Marchany Torres under EIN 66-0375183 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$41.2KReported net assets$41,229
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240718095203NAL0005582225001
Plan sponsor
Norberto Marchany Torres
EIN
66-0375183
Plan number
001
Location
Sabana Grande, PR
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$41.2K total assets
Net assets$41.2KLiabilities$0
Money in vs. money out
Total income / additions$7.3K
Total expenses$15K
Benefits paid / distributions$15K
Full reported line items
Total assets (EOY)
$41,229
Total liabilities (EOY)
$0
Net assets (EOY)
$41,229
Total income / additions
$7,335
Benefits paid
$15,000
Total expenses
$15,000
Net increase / (decrease)
-$7,665

Related Form 5500 pages