Jose Antonio Ayala Berrios Retirement Plan — Form 5500 plan (Dr. Jose A. Ayala Berrios)
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 Antonio Ayala Berrios Retirement Plan is a benefit plan reported by Dr. Jose A. Ayala Berrios under EIN 66-0448864 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $2,103,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dr. Jose A. Ayala Berrios
- EIN
- 66-0448864
- Plan number
- 001
- Plan type
- 2
- Location
- Bayamon, PR
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $2,103,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241014151917NAL0015191859001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,103,982
- Total liabilities (EOY)
- $5,591
- Net assets (EOY)
- $2,098,391
- Net assets (BOY)
- $1,903,702
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $194,689
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $194,689
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.