Grupo Carmelo Savings And Investment Plan — Form 5500 plan (Canarico Quarries, Inc.)
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, Grupo Carmelo Savings And Investment Plan is a benefit plan reported by Canarico Quarries, Inc. under EIN 66-0532348 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $3,603,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Canarico Quarries, Inc.
- EIN
- 66-0532348
- Plan number
- 001
- Plan type
- 2
- Location
- Sabana Seca, PR
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $3,603,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20241011122415NAL0022730817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,603,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,603,777
- Net assets (BOY)
- $2,941,730
Income & contributions
- Employer contributions
- $178,520
- Participant contributions
- $31,403
- Total contributions
- $209,923
- Total income / additions
- $736,325
Expenses & distributions
- Benefits paid
- $39,677
- Administrative expenses
- $34,601
- Total expenses
- $74,278
- Net increase / (decrease)
- $662,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Consultiva International | N/A | $17,977 | not reported in the loaded dataset | 2023 |
| Benefit Plans Admin Services, Inc. | N/A | $11,721 | $0 | 2023 |
| Bpas Trust Company Of Puerto Rico | N/A | $4,903 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Canarico Quarries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Sabana Seca, PR
- Consultiva International — Schedule C compensation
- Benefit Plans Admin Services, Inc. — Schedule C compensation
- Bpas Trust Company Of Puerto Rico — Schedule C compensation