M. I. Montalvo Perez Retirement Plan — Form 5500 plan (Marissa I. Montalvo Perez)
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, M. I. Montalvo Perez Retirement Plan is a benefit plan reported by Marissa I. Montalvo Perez under EIN 58-2254329 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $276,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marissa I. Montalvo Perez
- EIN
- 58-2254329
- Plan number
- 001
- Plan type
- 2
- Location
- Guayanbo, PR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $276,492
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240318120421NAL0005770145001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $276,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $276,492
- Net assets (BOY)
- $247,708
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $28,784
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $28,784
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.