2023 Form 5500 filing — To-Ricos Employee Savings And 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 20240930163317NAL0009821728001) for To-Ricos Employee Savings And Retirement Plan, reported by To-Ricos Ltd under EIN 98-0506210 and plan number 001. It reports 470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930163317NAL0009821728001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- To-Ricos Ltd
- EIN
- 98-0506210
- Plan number
- 001
- Location
- Aibonito, PR
- Participants
- 470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,413,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,413,839
- Employer contributions
- $84,640
- Participant contributions
- $312,179
- Total income / additions
- $986,610
- Benefits paid
- $184,126
- Administrative expenses
- $6,739
- Total expenses
- $201,425
- Net increase / (decrease)
- $785,185
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcgladrey Llp | OTHER | $3,985 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,642 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $112 | not reported in the loaded dataset |