J. Pica Y Cia Retirement Plan — Form 5500 plan (J. Pica Y Cia LLC)

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, J. Pica Y Cia Retirement Plan is a benefit plan reported by J. Pica Y Cia LLC under EIN 66-0244141 and plan number 001. The latest loaded filing year is 2023. The filing reports 460 participants and $2,294,397 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J. Pica Y Cia LLC
EIN
66-0244141
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
460
End-of-year plan assets
$2,294,397

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023460H, C20241014095310NAL0013087827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,294,397
Total liabilities (EOY)
$0
Net assets (EOY)
$2,294,397
Net assets (BOY)
$1,749,660

Income & contributions

Employer contributions
$55,708
Participant contributions
$285,555
Total contributions
$341,263
Total income / additions
$650,737

Expenses & distributions

Benefits paid
$70,729
Administrative expenses
$35,271
Total expenses
$106,000
Net increase / (decrease)
$544,737

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Comp Of AmericaRECORDKEEPER$28,005$02023
Pension Administrators GroupCONTRACT ADMIN$9,491not reported in the loaded dataset2023

Related Form 5500 pages