Rene R. Acuna, D.O. Profit Sharing Plan — Form 5500 plan (Rene R. Acuna, D.O.)

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, Rene R. Acuna, D.O. Profit Sharing Plan is a benefit plan reported by Rene R. Acuna, D.O. under EIN 74-2429216 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $305,015 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$305KPlan net assets, end of year$305,015
Participants2Covered participants reported
Assets / participant$152.5KComputed: assets ÷ participants$152,508 (computed)
Provider compensationNone reported
Plan sponsor
Rene R. Acuna, D.O.
EIN
74-2429216
Plan number
001
Plan type
2
Location
Portland, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20240828171237NAL0012069857001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$305K total assets
Net assets$305KLiabilities
Money in vs. money out
Total income / additions$96
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$305,015
Net assets (EOY)
$305,015
Net assets (BOY)
$304,919

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$96

Expenses & distributions

Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$96

Service provider compensation (Schedule C)

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

Related Form 5500 pages