Clinica Oftalmica De La Montana, Csp Retirement Plan — Form 5500 plan (Clinica Oftalmica De La Montana Csp)
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, Clinica Oftalmica De La Montana, Csp Retirement Plan is a benefit plan reported by Clinica Oftalmica De La Montana Csp under EIN 66-0650169 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $2,077,915 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clinica Oftalmica De La Montana Csp
- EIN
- 66-0650169
- Plan number
- 001
- Plan type
- 2
- Location
- Aibonito, PR
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $2,077,915
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240621095512NAL0003545824001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,077,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,077,915
- Net assets (BOY)
- $1,992,289
Income & contributions
- Employer contributions
- $47,500
- Participant contributions
- $0
- Total income / additions
- $308,220
Expenses & distributions
- Benefits paid
- $222,594
- Administrative expenses
- $0
- Total expenses
- $222,594
- Net increase / (decrease)
- $85,626
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.