To-Ricos Employee Savings And Retirement Plan — Form 5500 plan (To-Ricos Ltd)
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, To-Ricos Employee Savings And Retirement Plan is a benefit plan reported by To-Ricos Ltd under EIN 98-0506210 and plan number 001. The latest loaded filing year is 2023. The filing reports 470 participants and $4,413,839 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- To-Ricos Ltd
- EIN
- 98-0506210
- Plan number
- 001
- Plan type
- 2
- Location
- Aibonito, PR
- Latest filing year
- 2023
- Participants
- 470
- End-of-year plan assets
- $4,413,839
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 470 | H, C | 20240930163317NAL0009821728001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,413,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,413,839
- Net assets (BOY)
- $3,628,654
Income & contributions
- Employer contributions
- $84,640
- Participant contributions
- $312,179
- Total contributions
- $401,917
- Total income / additions
- $986,610
Expenses & distributions
- Benefits paid
- $184,126
- Administrative expenses
- $6,739
- Total expenses
- $201,425
- Net increase / (decrease)
- $785,185
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcgladrey Llp | OTHER | $3,985 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,642 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $112 | not reported in the loaded dataset | 2023 |