2023 Form 5500 filing — Raul Marquez Santiago 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 20240724095641NAL0012809329001) for Raul Marquez Santiago Retirement Plan, reported by Raul Marquez Santiago under EIN 66-0544990 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240724095641NAL0012809329001
Filing year
2023
Form type
2
Plan sponsor
Raul Marquez Santiago
EIN
66-0544990
Plan number
001
Location
San German, PR
Participants
4
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,413,534
Total liabilities (EOY)
$14,119
Net assets (EOY)
$3,399,415
Employer contributions
$0
Participant contributions
$0
Total income / additions
$343,720
Benefits paid
$14,490
Administrative expenses
$0
Total expenses
$14,490
Net increase / (decrease)
$329,230
Schedule source
Schedule I

Related Form 5500 pages