Jose A. Maymi Rivera Retirement Plan Series 95-1140 — Form 5500 plan (Jose A Maymi Rivera)
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 A. Maymi Rivera Retirement Plan Series 95-1140 is a benefit plan reported by Jose A Maymi Rivera under EIN 66-0497325 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,423,069 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jose A Maymi Rivera
- EIN
- 66-0497325
- Plan number
- 001
- Plan type
- 2
- Location
- Dorado, PR
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,423,069
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240716064321NAL0002738737001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,423,069
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,423,069
- Net assets (BOY)
- $1,215,137
Income & contributions
- Employer contributions
- $24,000
- Total income / additions
- $207,932
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $207,932
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.