Borinquen Health Care Center, Inc. 401(K) Plan — Form 5500 plan (Borinquen Health Care Center, Inc.)

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, Borinquen Health Care Center, Inc. 401(K) Plan is a benefit plan reported by Borinquen Health Care Center, Inc. under EIN 59-1417397 and plan number 002. The latest loaded filing year is 2023. The filing reports 373 participants and $4,563,436 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.6MPlan net assets, end of year$4,563,436
Participants373Covered participants reported
Assets / participant$12.2KComputed: assets ÷ participants$12,234 (computed)
Provider compensation$50K4 Schedule C provider row(s)$49,975
Plan sponsor
Borinquen Health Care Center, Inc.
EIN
59-1417397
Plan number
002
Plan type
2
Location
Miami, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023373H, C20241010143449NAL0041184674001
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)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$649.1K
Benefits paid / distributions$606.8K
Contributions
Employer$2.4K
Participant$630.1K
Full reported line items

Net assets

Total assets (EOY)
$4,563,436
Total liabilities (EOY)
$0
Net assets (EOY)
$4,563,436
Net assets (BOY)
$3,981,408

Income & contributions

Employer contributions
$2,432
Participant contributions
$630,075
Total contributions
$637,219
Total income / additions
$1,231,127

Expenses & distributions

Benefits paid
$606,799
Administrative expenses
$42,300
Total expenses
$649,099
Net increase / (decrease)
$582,028
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 0%Participant 100%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$33,905$02023
Lpl Finanacial LLCBROKER$0$9,3662023
The Retirement Advantage IncCONTRACT ADMIN$4,600not reported in the loaded dataset2023
Leaf House Financial Advisors, LLCOTHER$2,104not reported in the loaded dataset2023

Related Form 5500 pages