Jose Cruz Beltran Retirement Plan — Form 5500 plan (Jose Cruz Beltran)

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 Cruz Beltran Retirement Plan is a benefit plan reported by Jose Cruz Beltran under EIN 66-0997583 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $325,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jose Cruz Beltran
EIN
66-0997583
Plan number
001
Plan type
2
Location
Humacao, PR
Latest filing year
2023
Participants
1
End-of-year plan assets
$325,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20240619101217NAL0002629171001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$325,000
Total liabilities (EOY)
$0
Net assets (EOY)
$325,000
Net assets (BOY)
$295,246

Income & contributions

Employer contributions
$0
Total income / additions
$29,754

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
$29,754

Service provider compensation (Schedule C)

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

Related Form 5500 pages