Matosantos Commercial Corp. Coda Profit Sharing Retirement Plan — Form 5500 plan (Matosantos Commercial Corp.)
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, Matosantos Commercial Corp. Coda Profit Sharing Retirement Plan is a benefit plan reported by Matosantos Commercial Corp. under EIN 66-0206888 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $3,233,538 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Matosantos Commercial Corp.
- EIN
- 66-0206888
- Plan number
- 001
- Plan type
- 2
- Location
- Vega Baja, PR
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $3,233,538
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20250414112755NAL0003338658001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,233,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,233,538
- Net assets (BOY)
- $3,330,855
Income & contributions
- Employer contributions
- $66,319
- Participant contributions
- $162,211
- Total contributions
- $228,530
- Total income / additions
- $619,297
Expenses & distributions
- Benefits paid
- $658,207
- Administrative expenses
- $19,407
- Total expenses
- $716,614
- Net increase / (decrease)
- -$97,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $19,088 | $0 | 2023 |