Eric G. Castrodad Ortiz Retirement Plan — Form 5500 plan (Eric G. Castrodad Ortiz)
Plain-English plan 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, Eric G. Castrodad Ortiz Retirement Plan is a benefit plan reported by Eric G. Castrodad Ortiz under EIN 22-3550072 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $388,136 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eric G. Castrodad Ortiz
- EIN
- 22-3550072
- Plan number
- 001
- Plan type
- 2
- Location
- Cidra, PR
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $388,136
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240718162738NAL0005946337001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $388,136
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $388,136
- Net assets (BOY)
- $369,774
Income & contributions
- Employer contributions
- $35,000
- Participant contributions
- $0
- Total income / additions
- $18,362
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $18,362
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.