Plan5500

Bermudez Longo Diaz Masso LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bermudez Longo Diaz Masso LLC (EIN 66-0454618) is a plan sponsor located in San Juan, PR with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
66-0454618
Location
San Juan, PR
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.8MSummed across loaded plans$8,838,736
Total reported assets$8.8M$8,838,736
Total reported participants827
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.8M total assets
Net assets$8.8MLiabilities$0
Contributions & income
Employer contributions$211.6K
Participant contributions$460.3K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$313.4K
Total expenses$317.9K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Bermudez, Longo, Diaz-Masso, LLC 401k Pension Plan
Participants per plan414Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bermudez, Longo, Diaz-Masso, LLC 401k Pension Plan$8.8M
    Plan #002 · 428 participants · 2023
  2. 2
    Bermudez Longo Diaz Masso LLCnot reported in the loaded dataset
    Plan #501 · 399 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bermudez Longo Diaz Masso LLC
YearPlanParticipantsSchedulesFiling
2023Bermudez Longo Diaz Masso LLC399—20240807090756NAL0003362337001
2023Bermudez, Longo, Diaz-Masso, LLC 401k Pension Plan428H, C20241015104351NAL0014422755001

Related Form 5500 pages