Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan — Form 5500 plan (Cooperativa De Ahorro Y Credito De Isabela)

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, Cooperativa De Ahorro Y Credito De Isabela 1081. 01(D) Salary Deferral Retirement Plan is a benefit plan reported by Cooperativa De Ahorro Y Credito De Isabela under EIN 66-0214491 and plan number 002. The latest loaded filing year is 2023. The filing reports 73 participants and $3,585,216 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.6MPlan net assets, end of year$3,585,216
Participants73Covered participants reported
Assets / participant$49.1KComputed: assets ÷ participants$49,113 (computed)
Provider compensationNone reported
Plan sponsor
Cooperativa De Ahorro Y Credito De Isabela
EIN
66-0214491
Plan number
002
Plan type
2
Location
Isabela, PR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202373I20240410130501NAL0026219873001
Schedule I · 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)$3.6M total assets
Net assets$3.6MLiabilities
Money in vs. money out
Total income / additions$579.3K
Total expenses$6K
Benefits paid / distributions$2K
Contributions
Employer$99.3K
Participant$130K
Full reported line items

Net assets

Total assets (EOY)
$3,585,216
Net assets (EOY)
$3,585,216
Net assets (BOY)
$3,011,890

Income & contributions

Employer contributions
$99,286
Participant contributions
$130,026
Total income / additions
$579,321

Expenses & distributions

Benefits paid
$2,000
Total expenses
$5,995
Net increase / (decrease)
$573,326
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 43%Participant 57%
Total expenses ÷ net assets0%Computed ratio
Benefits paid ÷ total income0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages