Noel Santos Montes Retirement Plan — Form 5500 plan (Noel Santos Montes)
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, Noel Santos Montes Retirement Plan is a benefit plan reported by Noel Santos Montes under EIN 66-0519177 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $438,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Noel Santos Montes
- EIN
- 66-0519177
- Plan number
- 001
- Plan type
- 2
- Location
- Hatillo, PR
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $438,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20250203115548NAL0003195747001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $438,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $438,117
- Net assets (BOY)
- $429,783
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $8,334
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $8,334
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.