Carlos Bartolomei Ortiz Retirement Plan — Form 5500 plan (Carlos Bartolomei Ortiz)
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, Carlos Bartolomei Ortiz Retirement Plan is a benefit plan reported by Carlos Bartolomei Ortiz under EIN 66-1000409 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $252,534 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carlos Bartolomei Ortiz
- EIN
- 66-1000409
- Plan number
- 001
- Plan type
- 2
- Location
- Cidra, PR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $252,534
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240610115037NAL0012489107001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $252,534
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $252,534
- Net assets (BOY)
- $229,107
Income & contributions
- Employer contributions
- $0
- Total income / additions
- $23,427
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $23,427
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.