2023 Form 5500 filing — Programa Head Start Municipio De Orocovis 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 20241015114133NAL0049076864001) for Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement Plan, reported by Programa Head Start Municipio De Orocovis under EIN 66-0433491 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114133NAL0049076864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Programa Head Start Municipio De Orocovis
- EIN
- 66-0433491
- Plan number
- 001
- Location
- Orocovis, PR
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,757,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,757,960
- Employer contributions
- $68,250
- Participant contributions
- $193,000
- Total income / additions
- $304,606
- Benefits paid
- $236,461
- Administrative expenses
- $6,000
- Total expenses
- $242,461
- Net increase / (decrease)
- $62,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Luis Candelario Rosario Cpa | AUDITORS | $6,000 | $0 |
| Nationwide Planning Associates | BROKER DEALER | $0 | $3,914 |
| The 401k Company Of Puerto Rico Inc | TPA | $2,792 | $0 |
| Nationwide Life Insurance Company | RECORDKEEPING | $838 | $0 |