2023 Form 5500 filing — Salary Deferral Retirement Plan 1081.01(D) Fundacion De Hogares Para Trabajadores
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 20241030111531NAL0001285010001) for Salary Deferral Retirement Plan 1081.01(D) Fundacion De Hogares Para Trabajadores, reported by Fundacion De Hogares Para Trabajadores under EIN 66-0266516 and plan number 001. It reports 115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241030111531NAL0001285010001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fundacion De Hogares Para Trabajadores
- EIN
- 66-0266516
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,113,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,113,411
- Employer contributions
- $133,843
- Participant contributions
- $159,740
- Total income / additions
- $344,698
- Benefits paid
- $123,804
- Administrative expenses
- $317
- Total expenses
- $124,121
- Net increase / (decrease)
- $220,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Plus Inc | CONTRACT ADMIN | $0 | $5,230 |
| Coop De Seguros De Vida De Pr | OTHER | $1,123 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | $281 | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | BROKER/ADVISER | $0 | $155 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |