Plan5500

Colegio Sagrado Corazon De Jesus Retirement Plan — Form 5500 plan (Colegio Sagrado Corazon De University Gardens 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, Colegio Sagrado Corazon De Jesus Retirement Plan is a benefit plan reported by Colegio Sagrado Corazon De University Gardens Inc . under EIN 66-0259034 and plan number 001. The latest loaded filing year is 2023. The filing reports 71 participants and $437,458 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Colegio Sagrado Corazon De University Gardens Inc .
EIN
66-0259034
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
71
End-of-year plan assets
$437,458

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202371I, C20240724115550NAL0007404259001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$437,458
Total liabilities (EOY)
$0
Net assets (EOY)
$437,458
Net assets (BOY)
$333,196

Income & contributions

Employer contributions
$15,885
Participant contributions
$41,157
Total income / additions
$116,592

Expenses & distributions

Benefits paid
$6,186
Administrative expenses
$6,144
Total expenses
$12,330
Net increase / (decrease)
$104,262

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower A.I.C.ARECORDKEEPER$5,178$02023
Consultiva Wealth Management CorpINVESTMENT ADVISOR$1,845not reported in the loaded dataset2023

Related Form 5500 pages