Centro De Servicios Primarios De Salud De Patillas Inc Savings Plan — Form 5500 plan (Centro De Servicios Primarios De Salud De Patillas, Inc. Savings Plan)
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, Centro De Servicios Primarios De Salud De Patillas Inc Savings Plan is a benefit plan reported by Centro De Servicios Primarios De Salud De Patillas, Inc. Savings Plan under EIN 66-0430826 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $6,578,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centro De Servicios Primarios De Salud De Patillas, Inc. Savings Plan
- EIN
- 66-0430826
- Plan number
- 001
- Plan type
- 2
- Location
- Patillas, PR
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $6,578,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20250107145710NAL0009669729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,578,418
- Net assets (EOY)
- $6,578,418
- Net assets (BOY)
- $4,745,147
Income & contributions
- Employer contributions
- $713,919
- Participant contributions
- $620,177
- Total contributions
- $1,334,096
- Total income / additions
- $2,150,221
Expenses & distributions
- Benefits paid
- $264,375
- Administrative expenses
- $52,575
- Total expenses
- $316,950
- Net increase / (decrease)
- $1,833,271
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $33,087 | $0 | 2023 |
| Lincoln Financial Securities | BROKER ADVISOR | $0 | $24,411 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $14,740 | $0 | 2023 |
| Benefit Consulting Group Of Pr Inc | CONTRACT ADMIN | $2,756 | $0 | 2023 |
| Leafhouse Financial Advisors LLC | OTHER | $2,596 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centro De Servicios Primarios De Salud De Patillas, Inc. Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Patillas, PR
- Empower Annuity Insurance Company — Schedule C compensation
- Lincoln Financial Securities — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Benefit Consulting Group Of Pr Inc — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation