Plan5500

Orlando S. Fernandez Lugo Retirement Plan — Form 5500 plan (Dr. Orlando S. Fernandez Lugo)

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, Orlando S. Fernandez Lugo Retirement Plan is a benefit plan reported by Dr. Orlando S. Fernandez Lugo under EIN 66-0421009 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $969,656 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$969.7KPlan net assets, end of year$969,656
Participants2Covered participants reported
Assets / participant$484.8KComputed: assets ÷ participants$484,828 (computed)
Provider compensationNone reported
Plan sponsor
Dr. Orlando S. Fernandez Lugo
EIN
66-0421009
Plan number
001
Plan type
2
Location
Santurce, PR
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2 participants · 2Sch I
    View filing →
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)$969.7K total assets
Net assets$969.7KLiabilities—
Money in vs. money out
Total income / additions$81.2K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$969,656
Net assets (EOY)
$969,656
Net assets (BOY)
$888,434

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$81,222

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$81,222
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages