Jorge Lucena And Myrna Perez Retirement Plan — Form 5500 plan (Jorge Lucena Betancourt And Myrna Perez Reyes)
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, Jorge Lucena And Myrna Perez Retirement Plan is a benefit plan reported by Jorge Lucena Betancourt And Myrna Perez Reyes under EIN 58-3308730 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $217,684 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jorge Lucena Betancourt And Myrna Perez Reyes
- EIN
- 58-3308730
- Plan number
- 001
- Plan type
- 2
- Location
- Hatillo, PR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $217,684
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240605172550NAL0021176033001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $217,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $217,684
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $217,684
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $217,684
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.