Roberto Perez Gutierrez Retirement Plan — Form 5500 plan (Roberto Perez Gutierrez)
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, Roberto Perez Gutierrez Retirement Plan is a benefit plan reported by Roberto Perez Gutierrez under EIN 66-0464585 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $5,402,786 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roberto Perez Gutierrez
- EIN
- 66-0464585
- Plan number
- 001
- Plan type
- 2
- Location
- Rio Piedras, PR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $5,402,786
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240719091216NAL0006958321001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,402,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,402,786
- Net assets (BOY)
- $4,503,634
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $899,152
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $899,152
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.