Tasis Dorado Retirement Plan — Form 5500 plan (Tasis Dorado Educational Foundation 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, Tasis Dorado Retirement Plan is a benefit plan reported by Tasis Dorado Educational Foundation Inc. under EIN 66-0743234 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $2,085,145 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tasis Dorado Educational Foundation Inc.
- EIN
- 66-0743234
- Plan number
- 001
- Plan type
- 2
- Location
- Dorado, PR
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $2,085,145
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20241015152903NAL0014968131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,085,145
- Total liabilities (EOY)
- $2,305
- Net assets (EOY)
- $2,082,840
- Net assets (BOY)
- $1,449,137
Income & contributions
- Employer contributions
- $183,380
- Participant contributions
- $217,922
- Total contributions
- $404,083
- Total income / additions
- $712,859
Expenses & distributions
- Benefits paid
- $71,191
- Administrative expenses
- $7,965
- Total expenses
- $79,156
- Net increase / (decrease)
- $633,703
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bppr -Popular Fiduciary Services | TRUST & RECORDKEEPING FEE | $0 | $8,123 | 2023 |