2023 Form 5500 filing — Sociedad Para Asistencia Legal Pension 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 20241001093929NAL0013301570001) for Sociedad Para Asistencia Legal Pension Plan, reported by Sociedad Para La Asistencia Legal De Pr, Inc. under EIN 66-0217275 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001093929NAL0013301570001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sociedad Para La Asistencia Legal De Pr, Inc.
- EIN
- 66-0217275
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,024,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,024,378
- Employer contributions
- $500,337
- Participant contributions
- $354,720
- Total income / additions
- $4,046,418
- Benefits paid
- $1,666,601
- Administrative expenses
- $6,055
- Total expenses
- $1,672,656
- Net increase / (decrease)
- $2,373,762
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oriental Bank & Trust | TRUSTEE | $22,040 | not reported in the loaded dataset |
| Envestnet | OTHER | $6,705 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGT | $2,952 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | REECORDKEEPER | $0 | not reported in the loaded dataset |