2023 Form 5500 filing — Boys & Girls Clubs Of Puerto Rico 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 20250415114445NAL0005531808001) for Boys & Girls Clubs Of Puerto Rico Retirement Plan, reported by Boys & Girls Clubs Of Puerto Rico under EIN 66-0327584 and plan number 002. It reports 386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415114445NAL0005531808001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boys & Girls Clubs Of Puerto Rico
- EIN
- 66-0327584
- Plan number
- 002
- Location
- Carolina, PR
- Participants
- 386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,273,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,273,978
- Employer contributions
- $189,189
- Participant contributions
- $316,335
- Total income / additions
- $927,859
- Benefits paid
- $68,436
- Administrative expenses
- $37,883
- Total expenses
- $129,609
- Net increase / (decrease)
- $798,250
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services, Inc. | NONE | $16,752 | $0 |
| Kovack Advisors, Inc. | NONE | $16,625 | not reported in the loaded dataset |