Dra. Iris Acevedo Marty Psc Retirement Plan — Form 5500 plan (Dra. Iris Acevedo Marty Psc)

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, Dra. Iris Acevedo Marty Psc Retirement Plan is a benefit plan reported by Dra. Iris Acevedo Marty Psc under EIN 66-0690701 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $786,164 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dra. Iris Acevedo Marty Psc
EIN
66-0690701
Plan number
002
Plan type
2
Location
Aguadilla, PR
Latest filing year
2023
Participants
3
End-of-year plan assets
$786,164

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20241004090816NAL0020093248001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$786,164
Total liabilities (EOY)
$0
Net assets (EOY)
$786,164
Net assets (BOY)
$703,603

Income & contributions

Employer contributions
$58,000
Total income / additions
$82,561

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
$82,561

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages