2023 Form 5500 filing — Dr. Luis J. Deliz Varela Target Benefit Pension 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 20241007122607NAL0007566131001) for Dr. Luis J. Deliz Varela Target Benefit Pension Plan, reported by Dr. Luis J. Deliz Varela under EIN 66-0746088 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,256,403
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241007122607NAL0007566131001
Plan sponsor
Dr. Luis J. Deliz Varela
EIN
66-0746088
Plan number
001
Location
Sabana Grande, PR
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$321.4K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$78.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,256,403
Total liabilities (EOY)
$0
Net assets (EOY)
$2,256,403
Employer contributions
$78,200
Total income / additions
$321,354
Total expenses
$0
Net increase / (decrease)
$321,354

Related Form 5500 pages