2023 Form 5500 filing — Caguas Hr - Resources, Corp. Retirement And Savings 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 20241009145035NAL0031613024001) for Caguas Hr - Resources, Corp. Retirement And Savings Plan, reported by Caguas Hr - Resources, Corp. under EIN 66-0737653 and plan number 001. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$594.7KReported net assets$594,706
Participants21
Provider compensation$16.3K3 Schedule C row(s)$16,329
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009145035NAL0031613024001
- Plan sponsor
- Caguas Hr - Resources, Corp.
- EIN
- 66-0737653
- Plan number
- 001
- Location
- Caguas, 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)$594.7K total assets
Net assets$594.7KLiabilities$0
Full reported line items
- Total assets (EOY)
- $594,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $594,706
- Employer contributions
- $20,968
- Participant contributions
- $41,935
- Total income / additions
- $121,987
- Benefits paid
- $37,327
- Administrative expenses
- $11,036
- Total expenses
- $48,363
- Net increase / (decrease)
- $73,624
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $10,894 | $0 |
| Lincoln Financial Securities | BROKER ADVISER | $0 | $5,163 |
| Crs Cpa Psc | CONTRACT ADMIN | $272 | not reported in the loaded dataset |