L. Cortes Morales Retirement Plan (Formerly Luz N. Cortes Morales Retirement Plan) — Form 5500 plan (Luz N. Cortes Morales)
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, L. Cortes Morales Retirement Plan (Formerly Luz N. Cortes Morales Retirement Plan) is a benefit plan reported by Luz N. Cortes Morales under EIN 58-3132457 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $473,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Luz N. Cortes Morales
- EIN
- 58-3132457
- Plan number
- 001
- Plan type
- 2
- Location
- Trujillo Alto, PR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $473,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240621084034NAL0003464176001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $473,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $473,694
- Net assets (BOY)
- $445,920
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $27,774
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $27,774
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.