2023 Form 5500 filing — Colomer & Suarez, LLC. Coda Profit Sharing Plan LLC Coda Profit Sharing 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 20241025145427NAL0000270801001) for Colomer & Suarez, LLC. Coda Profit Sharing Plan LLC Coda Profit Sharing Plan, reported by Colomer & Suarez, Inc. under EIN 66-0175775 and plan number 001. It reports 141 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)$6.7MReported net assets$6,685,058
Participants141
Provider compensation$30.4K2 Schedule C row(s)$30,446
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241025145427NAL0000270801001
Plan sponsor
Colomer & Suarez, Inc.
EIN
66-0175775
Plan number
001
Location
Coto Laurel, 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)$6.7M total assets
Net assets$6.7MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$149.4K
Benefits paid / distributions$127.9K
Contributions
Employer$93.8K
Participant$304.6K
Full reported line items
Total assets (EOY)
$6,685,058
Total liabilities (EOY)
$0
Net assets (EOY)
$6,685,058
Employer contributions
$93,778
Participant contributions
$304,566
Total income / additions
$1,270,219
Benefits paid
$127,911
Administrative expenses
$21,441
Total expenses
$149,352
Net increase / (decrease)
$1,120,867
Schedule C

Reported service provider compensation

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

  1. 1
    INV, CONSULTING · Direct $0 · Indirect $16.4K
  2. 2
    TRUSTEE FEES · Direct $0 · Indirect $14K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241025145427NAL0000270801001 cover?
It is the 2023 Form 5500 filing for Colomer & Suarez, LLC. Coda Profit Sharing Plan LLC Coda Profit Sharing Plan, reported by Colomer & Suarez, Inc. (EIN 66-0175775).
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).

Related Form 5500 pages