Ramon A. Montalvo Alvarez Retirement Plan — Form 5500 plan (Ramon A. Montalvo Alvarez)
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, Ramon A. Montalvo Alvarez Retirement Plan is a benefit plan reported by Ramon A. Montalvo Alvarez under EIN 66-0378848 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $460,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ramon A. Montalvo Alvarez
- EIN
- 66-0378848
- Plan number
- 001
- Plan type
- 2
- Location
- San German, PR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $460,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240202110714NAL0048298754001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $460,922
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $460,922
- Net assets (BOY)
- $440,031
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $45,891
Expenses & distributions
- Benefits paid
- $25,000
- Administrative expenses
- $0
- Total expenses
- $25,000
- Net increase / (decrease)
- $20,891
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.