Plan5500

Fernando Sumaza & Co, Inc And Affiliates 401k Retirement Plan — Form 5500 plan (Fernando Sumaza & Co, Inc And Affil Iates)

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, Fernando Sumaza & Co, Inc And Affiliates 401k Retirement Plan is a benefit plan reported by Fernando Sumaza & Co, Inc And Affil Iates under EIN 66-0392250 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $376,902 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fernando Sumaza & Co, Inc And Affil Iates
EIN
66-0392250
Plan number
001
Plan type
2
Location
Mayaguez, PR
Latest filing year
2023
Participants
118
End-of-year plan assets
$376,902

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118H, C20250123162305NAL0006905121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$376,902
Total liabilities (EOY)
$0
Net assets (EOY)
$376,902
Net assets (BOY)
$355,119

Income & contributions

Participant contributions
$48,099
Total contributions
$48,099
Total income / additions
$96,880

Expenses & distributions

Benefits paid
$68,499
Administrative expenses
$5,524
Total expenses
$75,097
Net increase / (decrease)
$21,783

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$4,880$02023
Cetera Advisor Networks LLCBROKER/ADVISER$0$2,3802023
Empower Advisory Group LLCINVESTMENT MANAGEMENT$743not reported in the loaded dataset2023
Envestnet Retirement Solutions, LLCINVESTMENT ADVISOR$176not reported in the loaded dataset2023
Pension Plus IncCONTRACT ADMIN$0$1742023

Related Form 5500 pages