Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan — Form 5500 plan (Combined Building &Housing Consultants, 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, Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan is a benefit plan reported by Combined Building &Housing Consultants, Inc. under EIN 66-0630771 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $1,238,247 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Combined Building &Housing Consultants, Inc.
- EIN
- 66-0630771
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $1,238,247
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20241107142114NAL0021551074001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,238,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,238,247
- Net assets (BOY)
- $1,079,632
Income & contributions
- Employer contributions
- $85,718
- Participant contributions
- $111,597
- Total contributions
- $197,315
- Total income / additions
- $225,010
Expenses & distributions
- Benefits paid
- $66,151
- Administrative expenses
- $244
- Total expenses
- $66,395
- Net increase / (decrease)
- $158,615
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Plus Inc | CONTRACT ADMIN | $0 | $3,029 | 2023 |
| Cooperativa De Seguros De Vida De | OTHER | $961 | not reported in the loaded dataset | 2023 |
| Envestment Retirement Solutions LLC | OTHER | $240 | not reported in the loaded dataset | 2023 |
| Cetera Advisor Network LLC | BROKER/ADVISER | $0 | $157 | 2023 |
| Empower Advisor Group LLC | INVESTMENT MGMT | $0 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Combined Building &Housing Consultants, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Pension Plus Inc — Schedule C compensation
- Cooperativa De Seguros De Vida De — Schedule C compensation
- Envestment Retirement Solutions LLC — Schedule C compensation
- Cetera Advisor Network LLC — Schedule C compensation
- Empower Advisor Group LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation