Jose Soto Lopez, Dds Retirement Plan — Form 5500 plan (Jose Soto Lopez)
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 Soto Lopez, Dds Retirement Plan is a benefit plan reported by Jose Soto Lopez under EIN 66-0508681 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,907,101 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jose Soto Lopez
- EIN
- 66-0508681
- Plan number
- 001
- Plan type
- 2
- Location
- Caguas, PR
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,907,101
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20241011074909NAL0010708915001 |
| 2023 | 7 | I | 20241011072424NAL0038124448001 |
| 2023 | 6 | I | 20241011072818NAL0012255635001 |
| 2023 | 6 | I | 20241011073100NAL0021483329001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,751,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,751,927
- Net assets (BOY)
- $1,693,539
Income & contributions
- Total income / additions
- $58,388
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $58,388
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.