2023 Form 5500 filing — Alicea Valentin - Baez Chao 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 20240731075425NAL0021891649001) for Alicea Valentin - Baez Chao Retirement Plan, reported by Pablo Baez Chao under EIN 06-1403712 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240731075425NAL0021891649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pablo Baez Chao
- EIN
- 06-1403712
- Plan number
- 002
- Location
- Rio Piedras, PR
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,628,643
- Total liabilities (EOY)
- $112,950
- Net assets (EOY)
- $5,515,693
- Employer contributions
- $80,000
- Participant contributions
- $0
- Total income / additions
- $814,131
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $814,131
- Schedule source
- Schedule I