2023 Form 5500 filing — Juan Nicolas Valentin Marrero 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 20241023092709NAL0003618417001) for Juan Nicolas Valentin Marrero Retirement Plan, reported by Juan Nicolas Valentin Marrero under EIN 66-0518239 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241023092709NAL0003618417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Juan Nicolas Valentin Marrero
- EIN
- 66-0518239
- Plan number
- 001
- Location
- Arecibo, PR
- Participants
- 12
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $778,106
- Total liabilities (EOY)
- $8,000
- Net assets (EOY)
- $770,106
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $112,359
- Benefits paid
- $36,000
- Administrative expenses
- $0
- Total expenses
- $36,000
- Net increase / (decrease)
- $76,359
- Schedule source
- Schedule I