2023 Form 5500 filing — Eric G. Castrodad Ortiz 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 20240718162738NAL0005946337001) for Eric G. Castrodad Ortiz Retirement Plan, reported by Eric G. Castrodad Ortiz under EIN 22-3550072 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240718162738NAL0005946337001
Filing year
2023
Form type
2
Plan sponsor
Eric G. Castrodad Ortiz
EIN
22-3550072
Plan number
001
Location
Cidra, PR
Participants
4
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$388,136
Total liabilities (EOY)
$0
Net assets (EOY)
$388,136
Employer contributions
$35,000
Participant contributions
$0
Total income / additions
$18,362
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$18,362
Schedule source
Schedule I

Related Form 5500 pages