Jose O. Garcia Burgos, Md Retirement Plan — Form 5500 plan (Jose Garcia)
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 O. Garcia Burgos, Md Retirement Plan is a benefit plan reported by Jose Garcia under EIN 66-0644251 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,412,472 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jose Garcia
- EIN
- 66-0644251
- Plan number
- 001
- Plan type
- 2
- Location
- Aibonito, PR
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,412,472
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240711073508NAL0009160915001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,412,472
- Total liabilities (EOY)
- $78,831
- Net assets (EOY)
- $1,333,641
- Net assets (BOY)
- $1,178,286
Income & contributions
- Participant contributions
- $84,528
- Total income / additions
- $155,355
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $155,355
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.