Mildred Alfonso Rivera Retirement Plan — Form 5500 plan (Mildred Alfonso Rivera)
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, Mildred Alfonso Rivera Retirement Plan is a benefit plan reported by Mildred Alfonso Rivera under EIN 58-4284272 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $808,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mildred Alfonso Rivera
- EIN
- 58-4284272
- Plan number
- 001
- Plan type
- 2
- Location
- Trujillo Alto, PR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $808,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240313095522NAL0063610562001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $808,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $808,946
- Net assets (BOY)
- $740,522
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $119,424
Expenses & distributions
- Benefits paid
- $51,000
- Administrative expenses
- $0
- Total expenses
- $51,000
- Net increase / (decrease)
- $68,424
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.