Otto F. Nadal Ortiz Retirement Plan — Form 5500 plan (Otto Felipe Nadal Ortiz)
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, Otto F. Nadal Ortiz Retirement Plan is a benefit plan reported by Otto Felipe Nadal Ortiz under EIN 58-4361996 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $813,013 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Otto Felipe Nadal Ortiz
- EIN
- 58-4361996
- Plan number
- 001
- Plan type
- 2
- Location
- Las Piedras, PR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $813,013
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240422090518NAL0005836979001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $813,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $813,013
- Net assets (BOY)
- $786,134
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $61,802
Expenses & distributions
- Benefits paid
- $34,923
- Administrative expenses
- $0
- Total expenses
- $34,923
- Net increase / (decrease)
- $26,879
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.