2023 Form 5500 filing — Programa Head Start Iglesia Bautista De Quintana 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 20241014162154NAL0053125794001) for Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust, reported by Programa Head Start Iglesia Bautista De Quintana under EIN 66-0264067 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,886,618

Participants308

Provider compensation$43.3K6 Schedule C row(s)$43,330

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014162154NAL0053125794001
Plan sponsor: Programa Head Start Iglesia Bautista De Quintana
EIN: 66-0264067
Plan number: 001
Location: San Juan, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.9M total assets

Net assets$3.9MLiabilities$3.1K

Money in vs. money out

Total income / additions$1.1M

Total expenses$332.6K

Benefits paid / distributions$297.6K

Contributions

Employer$656.1K

Participant$183.8K

Full reported line items

Total assets (EOY): $3,889,718
Total liabilities (EOY): $3,100
Net assets (EOY): $3,886,618
Employer contributions: $656,149
Participant contributions: $183,781
Total income / additions: $1,142,493
Benefits paid: $297,574
Administrative expenses: $35,049
Total expenses: $332,623
Net increase / (decrease): $809,870

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Gustavo Velez Pizarro$16K
OTHER · Direct $16K · Indirect $0
2
Maytza Camacho$14.3K
CONTRACT ADMIN · Direct $12.6K · Indirect $1.7K
3
Jose Alverio Mercado$8.4K
OTHER · Direct $8.4K · Indirect $0
4
Empower Advisory Group, LLC$2.9K
INVESTMENT MGMT · Direct $2.9K · Indirect $0
5
Leafhouse Financial Advisors, LLC$1.7K
OTHER · Direct $1.7K · Indirect $0
6
Empower Annuity Insurance Company$0
RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014162154NAL0053125794001 cover?: It is the 2023 Form 5500 filing for Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust, reported by Programa Head Start Iglesia Bautista De Quintana (EIN 66-0264067).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).