Jose E. Najul Zambrana Profit Sharing Retirement Plan — Form 5500 plan (Dr. Jose E. Najul Zambrana)
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 E. Najul Zambrana Profit Sharing Retirement Plan is a benefit plan reported by Dr. Jose E. Najul Zambrana under EIN 66-0426397 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $1,282,238 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dr. Jose E. Najul Zambrana
- EIN
- 66-0426397
- Plan number
- 001
- Plan type
- 2
- Location
- Arecibo, PR
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $1,282,238
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20241008152018NAL0017872257001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,282,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,282,238
- Net assets (BOY)
- $1,128,913
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $153,325
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $153,325
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.