2023 Form 5500 filing — Colegio Sagrado Corazon De Jesus 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 20240724115550NAL0007404259001) for Colegio Sagrado Corazon De Jesus Retirement Plan, reported by Colegio Sagrado Corazon De University Gardens Inc . under EIN 66-0259034 and plan number 001. It reports 71 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724115550NAL0007404259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colegio Sagrado Corazon De University Gardens Inc .
- EIN
- 66-0259034
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 71
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $437,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $437,458
- Employer contributions
- $15,885
- Participant contributions
- $41,157
- Total income / additions
- $116,592
- Benefits paid
- $6,186
- Administrative expenses
- $6,144
- Total expenses
- $12,330
- Net increase / (decrease)
- $104,262
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower A.I.C.A | RECORDKEEPER | $5,178 | $0 |
| Consultiva Wealth Management Corp | INVESTMENT ADVISOR | $1,845 | not reported in the loaded dataset |