Plan5500

Isla Verde, PR Form 5500 retirement and benefit plan filings

City Form 5500 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, Isla Verde, PR has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $625,797 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Isla Verde

  • 2 loaded plans hold $625.8K in reported assets across 2 sponsors.
  • The largest, Javier Ortiz Cervera Profit Sharing Retirement Plan, holds 75% of reported Isla Verde plan assets.
  • Plans cover 3 participants — about 2 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$588.2KSummed across loaded plans$588,157
Total reported assets$625.8K$625,797
Total reported participants3
Total reported liabilities$37.6K$37,640

Reported net position

Reported assets = net assets + liabilities (summed)$625.8K total assets
Net assets$588.2KLiabilities$37.6K
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$77.1K
Expenses & distributions
Benefits paid / distributions$50.4K
Total expenses$50.4K
Net increase / (decrease)$26.7K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Isla Verde, PR plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Isla Verde market comparison

Largest plan share of assets75%Javier Ortiz Cervera Profit Sharing Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Isla Verde

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Javier Ortiz Cervera Profit Sharing Retirement Plan$471.4K
    Dr. Javier Ortiz Cervera · 2023
  2. 2
    Dra. Maria Del Mar Machado Retirement Plan$154.4K
    Maria Del Mar Machado Mariscal De Gante · 2023

Largest plans in Isla Verde → · Isla Verde plans by participants → · Isla Verde plans with financial data → · Isla Verde plans with provider compensation → · $1B+ plans in Isla Verde →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Isla Verde, PR?
2 plan(s) reported by 2 sponsor(s) are loaded for Isla Verde, PR.

Related Form 5500 pages