Guayanbo, PR Form 5500 retirement and benefit plan filings

City Form 5500 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, Guayanbo, PR has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $8,940,461 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,940,461
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$8,940,461

Contributions & income

Employer contributions
$191,142
Participant contributions
$504,390
Total income / additions
$1,892,719

Expenses & distributions

Benefits paid / distributions
$455,505
Total expenses
$474,643
Net increase / (decrease)
$1,418,076

Coverage

Total reported participants
268
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Guayanbo, PR plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Guayanbo, PR
PlanSponsorReported assets (EOY)Year
Cpm Pr Savings & Retirement PlanCpm Pr, LLC$8,663,9692023
M. I. Montalvo Perez Retirement PlanMarissa I. Montalvo Perez$276,4922023

Related Form 5500 pages