2023 Form 5500 filing — Samuel A. Gonzalez Rodriguez Retirement Plan Trust
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 20241004102033NAL0020217104001) for Samuel A. Gonzalez Rodriguez Retirement Plan Trust, reported by Samuel A. Gonzalez Rodriguez under EIN 66-0728008 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241004102033NAL0020217104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samuel A. Gonzalez Rodriguez
- EIN
- 66-0728008
- Plan number
- 001
- Location
- Guayama, PR
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $269,481
- Total liabilities (EOY)
- $55,620
- Net assets (EOY)
- $213,861
- Total income / additions
- $37,040
- Total expenses
- $0
- Net increase / (decrease)
- $37,040
- Schedule source
- Schedule I