S. Lopez Martin Retirement Plan — Form 5500 plan (Sara Lopez Martin)

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, S. Lopez Martin Retirement Plan is a benefit plan reported by Sara Lopez Martin under EIN 66-0454038 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $826,005 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sara Lopez Martin
EIN
66-0454038
Plan number
001
Plan type
2
Location
Fajardo, PR
Latest filing year
2023
Participants
1
End-of-year plan assets
$826,005

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20240307091615NAL0046727906001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$826,005
Total liabilities (EOY)
$0
Net assets (EOY)
$826,005
Net assets (BOY)
$799,209

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$26,796

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$26,796

Service provider compensation (Schedule C)

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

Related Form 5500 pages