Eric Enrique Ortiz Llavona Retirement Plan — Form 5500 plan (Eric Enrique Ortiz Llavona)
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 Enrique Ortiz Llavona Retirement Plan is a benefit plan reported by Eric Enrique Ortiz Llavona under EIN 58-3982192 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $180,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eric Enrique Ortiz Llavona
- EIN
- 58-3982192
- Plan number
- 001
- Plan type
- 2
- Location
- Aguadilla, PR
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $180,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240522083042NAL0001892419001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $180,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $180,912
- Net assets (BOY)
- $173,890
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $7,707
Expenses & distributions
- Benefits paid
- $685
- Administrative expenses
- $0
- Total expenses
- $685
- Net increase / (decrease)
- $7,022
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.