2023 Form 5500 filing — Cst Law Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240322085756NAL0003517379001) for Cst Law Retirement Plan, reported by Casillas Santiago Torres LLC under EIN 66-0765959 and plan number 001. It reports 34 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240322085756NAL0003517379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Casillas Santiago Torres LLC
- EIN
- 66-0765959
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 34
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,130,766
- Net assets (EOY)
- $2,130,766
- Employer contributions
- $97,162
- Participant contributions
- $180,423
- Total income / additions
- $600,433
- Benefits paid
- $0
- Administrative expenses
- $1,353
- Total expenses
- $1,983
- Net increase / (decrease)
- $598,450
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rodriguez Torres | INVESTMENT ADVISOR | $4,389 | $0 |
| Massacuset Mutual Life | BROKER | $0 | $4,000 |
| Empower Advisory Group LLC | INVESTMENT MNGMNT | $1,352 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |