Puerto Rico Science Technology And Research Trust Retirement Plan — Form 5500 plan (Puerto Rico Science Technology And Reseach Trust)
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, Puerto Rico Science Technology And Research Trust Retirement Plan is a benefit plan reported by Puerto Rico Science Technology And Reseach Trust under EIN 66-0675963 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $2,272,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Puerto Rico Science Technology And Reseach Trust
- EIN
- 66-0675963
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $2,272,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20250203135135NAL0012360400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,272,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,272,382
- Net assets (BOY)
- $1,408,248
Income & contributions
- Employer contributions
- $237,824
- Participant contributions
- $411,609
- Total contributions
- $649,433
- Total income / additions
- $960,052
Expenses & distributions
- Benefits paid
- $63,607
- Administrative expenses
- $32,311
- Total expenses
- $95,918
- Net increase / (decrease)
- $864,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Ins. Co. Of | RECORDKEEPER | $22,631 | $0 | 2023 |
| Consultiva Wealth Management Corp. | INVESTMENT ADVISOR | $8,963 | not reported in the loaded dataset | 2023 |
| Pension Administrators Group, Inc. | CONTRACT ADMIN | $25 | $1,730 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Puerto Rico Science Technology And Reseach Trust
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Empower Life & Annuity Ins. Co. Of — Schedule C compensation
- Consultiva Wealth Management Corp. — Schedule C compensation
- Pension Administrators Group, Inc. — Schedule C compensation