Compania Cervecera De P. R. Retirement Plan-Union — Form 5500 plan (Compania Cervecera De Pr, 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, Compania Cervecera De P. R. Retirement Plan-Union is a benefit plan reported by Compania Cervecera De Pr, Inc. under EIN 66-0175664 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $4,742,760 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Compania Cervecera De Pr, Inc.
- EIN
- 66-0175664
- Plan number
- 001
- Plan type
- 2
- Location
- Mayaguez, PR
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $4,742,760
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240926081138NAL0000209715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,742,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,742,760
- Net assets (BOY)
- $4,071,128
Income & contributions
- Employer contributions
- $144,942
- Participant contributions
- $122,587
- Total contributions
- $267,529
- Total income / additions
- $922,808
Expenses & distributions
- Benefits paid
- $249,095
- Administrative expenses
- $2,081
- Total expenses
- $251,176
- Net increase / (decrease)
- $671,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independent Financial Group LLC | INVESTMENT ADVISOR | $10,419 | $0 | 2023 |
| Marsh Saldana Inc | OTHER | $6,945 | $0 | 2023 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $4,341 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Compania Cervecera De Pr, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Mayaguez, PR
- Independent Financial Group LLC — Schedule C compensation
- Marsh Saldana Inc — Schedule C compensation
- A & A Employee Benefits Consulting — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation