Money Purchase Plan Qrp Keogh — Form 5500 plan (Ronald Monteverde Md Pc)
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, Money Purchase Plan Qrp Keogh is a benefit plan reported by Ronald Monteverde Md Pc under EIN 85-0332961 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $2,713,786 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ronald Monteverde Md Pc
- EIN
- 85-0332961
- Plan number
- 001
- Plan type
- 2
- Location
- Hobbs, NM
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $2,713,786
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240725125456NAL0014486945001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,713,786
- Net assets (EOY)
- $2,713,786
- Net assets (BOY)
- $2,238,820
Income & contributions
- Participant contributions
- $480
- Total income / additions
- $566,064
Expenses & distributions
- Benefits paid
- $91,098
- Total expenses
- $91,098
- Net increase / (decrease)
- $474,966
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.