2023 Form 5500 filing — Money Purchase Plan Qrp Keogh
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 20240725125456NAL0014486945001) for Money Purchase Plan Qrp Keogh, reported by Ronald Monteverde Md Pc under EIN 85-0332961 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240725125456NAL0014486945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ronald Monteverde Md Pc
- EIN
- 85-0332961
- Plan number
- 001
- Location
- Hobbs, NM
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,713,786
- Net assets (EOY)
- $2,713,786
- Participant contributions
- $480
- Total income / additions
- $566,064
- Benefits paid
- $91,098
- Total expenses
- $91,098
- Net increase / (decrease)
- $474,966
- Schedule source
- Schedule I