Garage Isla Verde Inc Retirement Plan — Form 5500 plan (Garage Isla Verde 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, Garage Isla Verde Inc Retirement Plan is a benefit plan reported by Garage Isla Verde LLC under EIN 66-0293529 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $7,782,052 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Garage Isla Verde LLC
- EIN
- 66-0293529
- Plan number
- 001
- Plan type
- 2
- Location
- Carolina, PR
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $7,782,052
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20250201115144NAL0002008195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,782,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,782,052
- Net assets (BOY)
- $6,263,184
Income & contributions
- Employer contributions
- $101,593
- Participant contributions
- $597,777
- Total contributions
- $699,370
- Total income / additions
- $1,757,267
Expenses & distributions
- Benefits paid
- $185,666
- Administrative expenses
- $52,733
- Total expenses
- $238,399
- Net increase / (decrease)
- $1,518,868
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $251,799 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $23,804 | $0 | 2023 |
| Pension Administrators Group Inc | CONTRACT ADMIN | $7,506 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Garage Isla Verde LLC
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Carolina, PR
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Pension Administrators Group Inc — Schedule C compensation