2023 Form 5500 filing — Hato Rey Pathology Associates, Inc. 1165(E) Savings 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 20241004142304NAL0020560464001) for Hato Rey Pathology Associates, Inc. 1165(E) Savings Plan, reported by Hato Rey Pathology Associates, Inc. under EIN 66-0700383 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004142304NAL0020560464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hato Rey Pathology Associates, Inc.
- EIN
- 66-0700383
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,324,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,324,961
- Employer contributions
- $55,820
- Participant contributions
- $165,708
- Total income / additions
- $582,636
- Benefits paid
- $44,172
- Administrative expenses
- $32,692
- Total expenses
- $76,864
- Net increase / (decrease)
- $505,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $26,528 | $0 |
| Quinones Archilla | INVESTMENT ADVISOR | $5,993 | not reported in the loaded dataset |
| Lincoln Financial Securities | BROKER/ADVISER | $0 | $5,407 |
| Leafhouse Financial Advisors, LLC | OTHER | $999 | not reported in the loaded dataset |