Jose Kareh Cordero Profit Sharing Retirement Plan — Form 5500 plan (Jose A. Kareh Cordero)
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 Kareh Cordero Profit Sharing Retirement Plan is a benefit plan reported by Jose A. Kareh Cordero under EIN 66-0562065 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $4,025,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jose A. Kareh Cordero
- EIN
- 66-0562065
- Plan number
- 001
- Plan type
- 2
- Location
- Caguas, PR
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $4,025,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241011131103NAL0012518931001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,025,038
- Total liabilities (EOY)
- $48,800
- Net assets (EOY)
- $3,976,238
- Net assets (BOY)
- $3,385,002
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $591,236
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $591,236
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.