Jose M. Toledo De Jesus Retirement Plan — Form 5500 plan (Jose M. Toledo De Jesus)
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, Jose M. Toledo De Jesus Retirement Plan is a benefit plan reported by Jose M. Toledo De Jesus under EIN 58-4587488 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $922,721 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jose M. Toledo De Jesus
- EIN
- 58-4587488
- Plan number
- 001
- Plan type
- 2
- Location
- Fajardo, PR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $922,721
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240411120254NAL0000765906001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $922,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $922,721
- Net assets (BOY)
- $869,020
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $68,701
Expenses & distributions
- Benefits paid
- $15,000
- Administrative expenses
- $0
- Total expenses
- $15,000
- Net increase / (decrease)
- $53,701
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.