Benjamin Perez Soto Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Benjamin Perez Soto · Puerto Rico · Healthcare & Social Assistance
What the 2023 filing shows
Benjamin Perez Soto Retirement Plan holds N/A for 2 participants.
- N/A
- total plan assets (2023 EOY)
- 2
- covered participants
What the Filing Says About Benjamin Perez Soto Retirement Plan
Benjamin Perez Soto Retirement Plan is a Money Purchase retirement plan sponsored by Benjamin Perez Soto, headquartered in Puerto Rico. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 2 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 660438199, and the plan has been effective since 1993-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Money Purchase |
| Employer EIN | 660438199 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Benjamin Perez Soto)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | N/A |
| 2023 | 1 | 2 | N/A |
| 2024 | 1 | 2 | N/A |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
Related Data
Guides
Frequently Asked Questions
How much money is in the Benjamin Perez Soto Retirement Plan? ▼
What type of plan is Benjamin Perez Soto Retirement Plan? ▼
Who sponsors the Benjamin Perez Soto Retirement Plan? ▼
How did Benjamin Perez Soto Retirement Plan perform in 2023? ▼
Where can I find official filings for Benjamin Perez Soto Retirement Plan? ▼
How does Benjamin Perez Soto Retirement Plan compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 660438199.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.