Jass Retirement Plan — Form 5500 plan (Sharon Solla Rosado)

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, Jass Retirement Plan is a benefit plan reported by Sharon Solla Rosado under EIN 66-6045489 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $394,781 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sharon Solla Rosado
EIN
66-6045489
Plan number
001
Plan type
2
Location
Gurabo, PR
Latest filing year
2023
Participants
1
End-of-year plan assets
$394,781

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20260304090402NAL0004591104001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$394,781
Total liabilities (EOY)
$0
Net assets (EOY)
$394,781
Net assets (BOY)
$386,028

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$27,370

Expenses & distributions

Benefits paid
$15,000
Administrative expenses
$3,617
Total expenses
$18,617
Net increase / (decrease)
$8,753

Service provider compensation (Schedule C)

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

Related Form 5500 pages