Norberto Marchany Torres Retirement Plan — Form 5500 plan (Norberto Marchany Torres)
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, Norberto Marchany Torres Retirement Plan is a benefit plan reported by Norberto Marchany Torres under EIN 66-0375183 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $41,229 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$41.2KPlan net assets, end of year$41,229
Participants2Covered participants reported
Assets / participant$20.6KComputed: assets ÷ participants$20,615 (computed)
Provider compensationNone reported
- Plan sponsor
- Norberto Marchany Torres
- EIN
- 66-0375183
- Plan number
- 001
- Plan type
- 2
- Location
- Sabana Grande, PR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240718095203NAL0005582225001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$41.2K total assets
Net assets$41.2KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $41,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,229
- Net assets (BOY)
- $48,894
Income & contributions
- Total income / additions
- $7,335
Expenses & distributions
- Benefits paid
- $15,000
- Total expenses
- $15,000
- Net increase / (decrease)
- -$7,665
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.