Juan Nicolas Valentin Marrero Retirement Plan — Form 5500 plan (Juan Nicolas Valentin Marrero)
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, Juan Nicolas Valentin Marrero Retirement Plan is a benefit plan reported by Juan Nicolas Valentin Marrero under EIN 66-0518239 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $778,106 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Juan Nicolas Valentin Marrero
- EIN
- 66-0518239
- Plan number
- 001
- Plan type
- 2
- Location
- Arecibo, PR
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $778,106
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20241023092709NAL0003618417001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $778,106
- Total liabilities (EOY)
- $8,000
- Net assets (EOY)
- $770,106
- Net assets (BOY)
- $693,747
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $112,359
Expenses & distributions
- Benefits paid
- $36,000
- Administrative expenses
- $0
- Total expenses
- $36,000
- Net increase / (decrease)
- $76,359
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.