Jjms Retirement Plan — Form 5500 plan (Jose Acevedo)
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, Jjms Retirement Plan is a benefit plan reported by Jose Acevedo under EIN 66-0656087 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $488,227 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jose Acevedo
- EIN
- 66-0656087
- Plan number
- 002
- Plan type
- 2
- Location
- Guayama, PR
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $488,227
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241007142625NAL0031148450001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $488,227
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $488,227
- Net assets (BOY)
- $488,227
Income & contributions
- Total income / additions
- $0
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $0
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.