2023 Form 5500 filing — Compania Cervecera De P. R. Retirement Plan-Union
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 20240926081138NAL0000209715001) for Compania Cervecera De P. R. Retirement Plan-Union, reported by Compania Cervecera De Pr, Inc. under EIN 66-0175664 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926081138NAL0000209715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Compania Cervecera De Pr, Inc.
- EIN
- 66-0175664
- Plan number
- 001
- Location
- Mayaguez, PR
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,742,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,742,760
- Employer contributions
- $144,942
- Participant contributions
- $122,587
- Total income / additions
- $922,808
- Benefits paid
- $249,095
- Administrative expenses
- $2,081
- Total expenses
- $251,176
- Net increase / (decrease)
- $671,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independent Financial Group LLC | INVESTMENT ADVISOR | $10,419 | $0 |
| Marsh Saldana Inc | OTHER | $6,945 | $0 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $4,341 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |