2023 Form 5500 filing — El San Juan Resort & Casino 1081.01 Retirement Plan And 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 20241017162515NAL0062892978001) for El San Juan Resort & Casino 1081.01 Retirement Plan And Trust, reported by Fhr Esj Operations LLC under EIN 84-3890280 and plan number 001. It reports 624 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)$1.2MReported net assets$1,219,671
Participants624
Provider compensation$18.7K3 Schedule C row(s)$18,676
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241017162515NAL0062892978001
Plan sponsor
Fhr Esj Operations LLC
EIN
84-3890280
Plan number
001
Location
Carolina, PR
Received date
not reported in the loaded dataset
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)$1.2M total assets
Net assets$1.2MLiabilities$16.3K
Money in vs. money out
Total income / additions$481.7K
Total expenses$123.2K
Benefits paid / distributions$105.4K
Contributions
Employer$104.8K
Participant$207.6K
Full reported line items
Total assets (EOY)
$1,236,019
Total liabilities (EOY)
$16,348
Net assets (EOY)
$1,219,671
Employer contributions
$104,844
Participant contributions
$207,599
Total income / additions
$481,702
Benefits paid
$105,428
Administrative expenses
$17,785
Total expenses
$123,213
Net increase / (decrease)
$358,489

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$14,450not reported in the loaded dataset
Oriental Bank & TrustOTHER$3,573$0
Empower Advisory Group LLCINVESTMENT MGMT$653$0

Related Form 5500 pages