2023 Form 5500 filing — Consultiva Wealth Management 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 20240610154954NAL0026847777001) for Consultiva Wealth Management Retirement Plan, reported by Consultiva Wealth Management Corp under EIN 66-0569863 and plan number 001. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$921.8KReported net assets$921,757
Participants21
Provider compensationNone reported4 Schedule C row(s)
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240610154954NAL0026847777001
- Plan sponsor
- Consultiva Wealth Management Corp
- EIN
- 66-0569863
- Plan number
- 001
- Location
- San Juan, PR
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$921.8K total assets
Net assets$921.8KLiabilities—
Full reported line items
- Total assets (EOY)
- $921,757
- Net assets (EOY)
- $921,757
- Employer contributions
- $0
- Participant contributions
- $56,576
- Total income / additions
- $202,891
- Benefits paid
- $7,048
- Administrative expenses
- $4,346
- Total expenses
- $11,394
- Net increase / (decrease)
- $191,497
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Consulting Group Of Pr Inc | CONTRACT ADM | not reported in the loaded dataset | not reported in the loaded dataset |
| Consultiva Wealth Management | INVESTMENT ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |
| Empower Retirement Solutions LLC | OTHER | not reported in the loaded dataset | not reported in the loaded dataset |