2023 Form 5500 filing — Mueblerias Berrios 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 20240729080309NAL0019106161001) for Mueblerias Berrios Retirement Plan, reported by Empresas Berrios, Inc. under EIN 66-0580021 and plan number 001. It reports 791 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729080309NAL0019106161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Empresas Berrios, Inc.
- EIN
- 66-0580021
- Plan number
- 001
- Location
- Cidra, PR
- Participants
- 791
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,714,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,714,584
- Employer contributions
- $89,089
- Participant contributions
- $688,879
- Total income / additions
- $1,560,444
- Benefits paid
- $209,914
- Administrative expenses
- $77,189
- Total expenses
- $306,562
- Net increase / (decrease)
- $1,253,882
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empoweradvisory Group | INVESTMENT MGMT | $23,994 | $0 |
| Independent Financial Group LLC | INVESTMENT ADVISOR | $22,836 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,798 | $0 |
| Pariter Securities | INVESTMENT ADVISOR | $9,787 | $0 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $6,525 |