2023 Form 5500 filing — Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240410095749NAL0032525792001) for Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust, reported by Cooperativa De Ahorro Y Credito De Cabo Rojo under EIN 66-0270259 and plan number 003. It reports 80 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.7MReported net assets$2,719,539
Participants80
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240410095749NAL0032525792001
Plan sponsor
Cooperativa De Ahorro Y Credito De Cabo Rojo
EIN
66-0270259
Plan number
003
Location
Cabo Rojo, PR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.7M total assets
Net assets$2.7MLiabilities
Money in vs. money out
Total income / additions$483.8K
Total expenses$60.6K
Benefits paid / distributions$52K
Contributions
Employer$174.4K
Participant$152.5K
Full reported line items
Total assets (EOY)
$2,719,539
Net assets (EOY)
$2,719,539
Employer contributions
$174,447
Participant contributions
$152,511
Total income / additions
$483,800
Benefits paid
$51,972
Total expenses
$60,601
Net increase / (decrease)
$423,199

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240410095749NAL0032525792001 cover?
It is the 2023 Form 5500 filing for Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust, reported by Cooperativa De Ahorro Y Credito De Cabo Rojo (EIN 66-0270259).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages