Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement Plan — Form 5500 plan (Programa Head Start Municipio De Orocovis)
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, Programa Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement Plan is a benefit plan reported by Programa Head Start Municipio De Orocovis under EIN 66-0433491 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $1,757,960 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Programa Head Start Municipio De Orocovis
- EIN
- 66-0433491
- Plan number
- 001
- Plan type
- 2
- Location
- Orocovis, PR
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $1,757,960
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241015114133NAL0049076864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,757,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,757,960
- Net assets (BOY)
- $1,695,815
Income & contributions
- Employer contributions
- $68,250
- Participant contributions
- $193,000
- Total contributions
- $261,250
- Total income / additions
- $304,606
Expenses & distributions
- Benefits paid
- $236,461
- Administrative expenses
- $6,000
- Total expenses
- $242,461
- Net increase / (decrease)
- $62,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Luis Candelario Rosario Cpa | AUDITORS | $6,000 | $0 | 2023 |
| Nationwide Planning Associates | BROKER DEALER | $0 | $3,914 | 2023 |
| The 401k Company Of Puerto Rico Inc | TPA | $2,792 | $0 | 2023 |
| Nationwide Life Insurance Company | RECORDKEEPING | $838 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Programa Head Start Municipio De Orocovis
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Orocovis, PR
- Luis Candelario Rosario Cpa — Schedule C compensation
- Nationwide Planning Associates — Schedule C compensation
- The 401k Company Of Puerto Rico Inc — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation