Plan5500

Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust — Form 5500 plan (Cooperativa De Ahorro Y Credito De Cabo Rojo)

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 Cabo Rojo Retirement Plan Trust is a benefit plan reported by Cooperativa De Ahorro Y Credito De Cabo Rojo under EIN 66-0270259 and plan number 003. The latest loaded filing year is 2023. The filing reports 80 participants and $2,719,539 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.7MPlan net assets, end of year$2,719,539
Participants80Covered participants reported
Assets / participant$34KComputed: assets ÷ participants$33,994 (computed)
Provider compensationNone reported
Plan sponsor
Cooperativa De Ahorro Y Credito De Cabo Rojo
EIN
66-0270259
Plan number
003
Plan type
2
Location
Cabo Rojo, 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
    80 participants · 2Sch I
    View filing →
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)$2.7M total assets
Net assets$2.7MLiabilities—
Money in vs. money out
Total income / additions$483.8K
Total expenses$60.6K
Benefits paid / distributions$52K
Contributions
Employer$174.4K
Participant$152.5K
Full reported line items

Net assets

Total assets (EOY)
$2,719,539
Net assets (EOY)
$2,719,539
Net assets (BOY)
$2,296,340

Income & contributions

Employer contributions
$174,447
Participant contributions
$152,511
Total income / additions
$483,800

Expenses & distributions

Benefits paid
$51,972
Total expenses
$60,601
Net increase / (decrease)
$423,199
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 53%Participant 47%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Schedule C

Service provider compensation

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

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

What to inspect next

Frequently asked questions

Who sponsors the Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust?
Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust is reported as sponsored by Cooperativa De Ahorro Y Credito De Cabo Rojo (EIN 66-0270259, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust?
The latest Form 5500 filing year loaded for Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust is 2023.
How many participants does Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust report?
Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust reports 80 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust?
Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust reports $2,719,539 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