Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 — Form 5500 plan (Dr. Jose W. Valle Oliveras)
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, Dr. Jose W. Valle Oliveras Retirement Plan Series 96-1187 is a benefit plan reported by Dr. Jose W. Valle Oliveras under EIN 66-0589827 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $658,183 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$658.2KPlan net assets, end of year$658,183
Participants6Covered participants reported
Assets / participant$109.7KComputed: assets ÷ participants$109,697 (computed)
Provider compensationNone reported
- Plan sponsor
- Dr. Jose W. Valle Oliveras
- EIN
- 66-0589827
- Plan number
- 001
- Plan type
- 2
- Location
- Naguabo, PR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240715093254NAL0000633251001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$658.2K total assets
Net assets$658.2KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $658,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $658,183
- Net assets (BOY)
- $660,389
Income & contributions
- Total income / additions
- -$2,206
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$2,206
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.