2023 Form 5500 filing — Plan De Ahorro Empleados Island Finance
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 20240731082645NAL0046303778001) for Plan De Ahorro Empleados Island Finance, reported by Island Finance, LLC under EIN 66-0878299 and plan number 001. It reports 476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731082645NAL0046303778001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Island Finance, LLC
- EIN
- 66-0878299
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,333,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,333,345
- Employer contributions
- $199,561
- Participant contributions
- $562,876
- Total income / additions
- $2,371,975
- Benefits paid
- $1,130,197
- Administrative expenses
- $48,227
- Total expenses
- $1,178,424
- Net increase / (decrease)
- $1,193,551
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rsm Roc & Company | AUDITOR | $24,461 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,757 | not reported in the loaded dataset |
| Pension Plus, Inc | CONTRACT ADMIN | $8,423 | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | BROKER/ADVISOR | $0 | $6,945 |
| Empower Annuity Insurance Company | RECORDKEEPER | $5,303 | $0 |
| Oneill & Borges LLC | OTHER | $4,554 | not reported in the loaded dataset |