Cooperativa De Ahorro Y Credito De Barranquitas Salary Deferral Retirement Plan — Form 5500 plan (Cooperativa De Ahorro Y Credito De Barranquitas)
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 Barranquitas Salary Deferral Retirement Plan is a benefit plan reported by Cooperativa De Ahorro Y Credito De Barranquitas under EIN 66-0266453 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $3,742,798 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cooperativa De Ahorro Y Credito De Barranquitas
- EIN
- 66-0266453
- Plan number
- 001
- Plan type
- 2
- Location
- Barranquitas, PR
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $3,742,798
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241015180159NAL0015211587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,742,798
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,742,798
- Net assets (BOY)
- $3,056,533
Income & contributions
- Employer contributions
- $104,808
- Participant contributions
- $135,352
- Total contributions
- $852,828
- Total income / additions
- $1,336,374
Expenses & distributions
- Benefits paid
- $622,267
- Administrative expenses
- $27,842
- Total expenses
- $650,109
- Net increase / (decrease)
- $686,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Consultiva Wealth Management Corp | INVESTMENT ADVISOR | $20,623 | $0 | 2023 |
| Empower Annuity Insurance Co. Of Am | RECODKEEPER | $7,964 | $0 | 2023 |
| Pension Administrators Group, Inc. | CONTRACT ADMIN | $325 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cooperativa De Ahorro Y Credito De Barranquitas
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Barranquitas, PR
- Consultiva Wealth Management Corp — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Pension Administrators Group, Inc. — Schedule C compensation