2023 Form 5500 filing — Puerto Rico Manufacturers Association 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 20240709071951NAL0020523472001) for Puerto Rico Manufacturers Association Retirement Plan, reported by Puerto Rico Manufacturers Assciation under EIN 66-0182607 and plan number 002. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709071951NAL0020523472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Puerto Rico Manufacturers Assciation
- EIN
- 66-0182607
- Plan number
- 002
- Location
- San Juan, PR
- Participants
- 6
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $499,152
- Net assets (EOY)
- $499,152
- Employer contributions
- $18,304
- Total income / additions
- $63,599
- Benefits paid
- $29,099
- Administrative expenses
- $2,477
- Total expenses
- $31,576
- Net increase / (decrease)
- $32,023
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Consultiva Wealth Management Corp | INVESTMENT MANAGEMENT | $3,580 | not reported in the loaded dataset |
| Retirement Strategies Inc | CONTRACT ADMIN | $0 | $477 |
| Empower A.I.C.A | RECORDKEEPER | $0 | $0 |