2023 Form 5500 filing — Cpm Plan De Retiro
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 20240724112902NAL0007387059001) for Cpm Plan De Retiro, reported by Coordinadora Paz Para La Mujer Inc. under EIN 66-0550935 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724112902NAL0007387059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coordinadora Paz Para La Mujer Inc.
- EIN
- 66-0550935
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 5
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,826
- Net assets (EOY)
- $38,826
- Employer contributions
- $7,747
- Participant contributions
- $7,747
- Total income / additions
- $21,050
- Benefits paid
- $9,091
- Administrative expenses
- $614
- Total expenses
- $9,705
- Net increase / (decrease)
- $11,345
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower A.I.C.A | RECORDKEEPER | $337 | $0 |
| Kovack Advisors Inc | INVESTMENT ADVISOR | $243 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $58 | not reported in the loaded dataset |