Luis G. Alcaraz Retirement Plan — Form 5500 plan (Luis G. Alcaraz)
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, Luis G. Alcaraz Retirement Plan is a benefit plan reported by Luis G. Alcaraz under EIN 66-0669347 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $1,113,009 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Luis G. Alcaraz
- EIN
- 66-0669347
- Plan number
- 001
- Plan type
- 2
- Location
- Aguadilla, PR
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $1,113,009
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240625103529NAL0015049858001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,113,009
- Total liabilities (EOY)
- $58,000
- Net assets (EOY)
- $1,055,009
- Net assets (BOY)
- $883,351
Income & contributions
- Participant contributions
- $24,000
- Total income / additions
- $171,658
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $171,658
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.