2023 Form 5500 filing — Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan

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 20240410130501NAL0026219873001) for Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan, reported by Cooperativa De Ahorro Y Credito De Isabela under EIN 66-0214491 and plan number 002. It reports 73 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,585,216
Participants73
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240410130501NAL0026219873001
Plan sponsor
Cooperativa De Ahorro Y Credito De Isabela
EIN
66-0214491
Plan number
002
Location
Isabela, PR
Received date
not reported in the loaded dataset
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)$3.6M total assets
Net assets$3.6MLiabilities
Money in vs. money out
Total income / additions$579.3K
Total expenses$6K
Benefits paid / distributions$2K
Contributions
Employer$99.3K
Participant$130K
Full reported line items
Total assets (EOY)
$3,585,216
Net assets (EOY)
$3,585,216
Employer contributions
$99,286
Participant contributions
$130,026
Total income / additions
$579,321
Benefits paid
$2,000
Total expenses
$5,995
Net increase / (decrease)
$573,326

Related Form 5500 pages