2023 Form 5500 filing — Centro De Servicios Primarios De Salud De Patillas Inc Savings 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 20250107145710NAL0009669729001) for Centro De Servicios Primarios De Salud De Patillas Inc Savings Plan, reported by Centro De Servicios Primarios De Salud De Patillas, Inc. Savings Plan under EIN 66-0430826 and plan number 001. It reports 242 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)$6.6MReported net assets$6,578,418
Participants242
Provider compensation$77.6K5 Schedule C row(s)$77,590
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250107145710NAL0009669729001
- Plan sponsor
- Centro De Servicios Primarios De Salud De Patillas, Inc. Savings Plan
- EIN
- 66-0430826
- Plan number
- 001
- Location
- Patillas, 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)$6.6M total assets
Net assets$6.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $6,578,418
- Net assets (EOY)
- $6,578,418
- Employer contributions
- $713,919
- Participant contributions
- $620,177
- Total income / additions
- $2,150,221
- Benefits paid
- $264,375
- Administrative expenses
- $52,575
- Total expenses
- $316,950
- Net increase / (decrease)
- $1,833,271
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $33,087 | $0 |
| Lincoln Financial Securities | BROKER ADVISOR | $0 | $24,411 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $14,740 | $0 |
| Benefit Consulting Group Of Pr Inc | CONTRACT ADMIN | $2,756 | $0 |
| Leafhouse Financial Advisors LLC | OTHER | $2,596 | $0 |