Plan5500

Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust — Form 5500 plan (Programa Head Start Iglesia Bautista De Quintana)

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, Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust is a benefit plan reported by Programa Head Start Iglesia Bautista De Quintana under EIN 66-0264067 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $3,889,718 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.9MPlan net assets, end of year$3,886,618
Participants308Covered participants reported
Assets / participant$12.6KComputed: assets ÷ participants$12,629 (computed)
Provider compensation$43.3K6 Schedule C provider row(s)$43,330
Plan sponsor
Programa Head Start Iglesia Bautista De Quintana
EIN
66-0264067
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    308 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$3.9M total assets
Net assets$3.9MLiabilities$3.1K
Money in vs. money out
Total income / additions$1.1M
Total expenses$332.6K
Benefits paid / distributions$297.6K
Contributions
Employer$656.1K
Participant$183.8K
Full reported line items

Net assets

Total assets (EOY)
$3,889,718
Total liabilities (EOY)
$3,100
Net assets (EOY)
$3,886,618
Net assets (BOY)
$3,076,748

Income & contributions

Employer contributions
$656,149
Participant contributions
$183,781
Total contributions
$839,930
Total income / additions
$1,142,493

Expenses & distributions

Benefits paid
$297,574
Administrative expenses
$35,049
Total expenses
$332,623
Net increase / (decrease)
$809,870
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 78%Participant 22%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Gustavo Velez Pizarro$16K
    OTHER · Direct $16K · Indirect $0
  2. 2
    Maytza Camacho$14.3K
    CONTRACT ADMIN · Direct $12.6K · Indirect $1.7K
  3. 3
    Jose Alverio Mercado$8.4K
    OTHER · Direct $8.4K · Indirect $0
  4. 4
    Empower Advisory Group, LLC$2.9K
    INVESTMENT MGMT · Direct $2.9K · Indirect $0
  5. 5
    Leafhouse Financial Advisors, LLC$1.7K
    OTHER · Direct $1.7K · Indirect $0
  6. 6
    Empower Annuity Insurance Company$0
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust?
Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust is reported as sponsored by Programa Head Start Iglesia Bautista De Quintana (EIN 66-0264067, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust?
The latest Form 5500 filing year loaded for Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust is 2023.
How many participants does Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust report?
Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust reports 308 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust?
Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust reports $3,889,718 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages