Plan5500

403(B) Thrift Plan For Employees Of Asociacion Puertorriquenos En Marcha, Inc. — Form 5500 plan (Asociacion Puertorriquenos En)

Plain-English plan 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, 403(B) Thrift Plan For Employees Of Asociacion Puertorriquenos En Marcha, Inc. is a benefit plan reported by Asociacion Puertorriquenos En under EIN 23-1930630 and plan number 002. The latest loaded filing year is 2023. The filing reports 780 participants and $10,775,826 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.8MPlan net assets, end of year$10,775,826
Participants780Covered participants reported
Assets / participant$13.8KComputed: assets ÷ participants$13,815 (computed)
Provider compensation$7.5K1 Schedule C provider row(s)$7,544
Plan sponsor
Asociacion Puertorriquenos En
EIN
23-1930630
Plan number
002
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023780H, C20250714132748NAL0001115457001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.8M total assets
Net assets$10.8MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$684.1K
Benefits paid / distributions$676.2K
Contributions
Employer$911K
Participant$497.1K
Full reported line items

Net assets

Total assets (EOY)
$10,775,826
Total liabilities (EOY)
$0
Net assets (EOY)
$10,775,826
Net assets (BOY)
$8,508,914

Income & contributions

Employer contributions
$911,031
Participant contributions
$497,139
Total contributions
$1,770,892
Total income / additions
$2,951,000

Expenses & distributions

Benefits paid
$676,185
Administrative expenses
$7,903
Total expenses
$684,088
Net increase / (decrease)
$2,266,912
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 65%Participant 35%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$7,544$02023

Related Form 5500 pages