2023 Form 5500 filing — Caguas Hr - Resources, Corp. Retirement And 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 20241009145035NAL0031613024001) for Caguas Hr - Resources, Corp. Retirement And Savings Plan, reported by Caguas Hr - Resources, Corp. under EIN 66-0737653 and plan number 001. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009145035NAL0031613024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caguas Hr - Resources, Corp.
- EIN
- 66-0737653
- Plan number
- 001
- Location
- Caguas, PR
- Participants
- 21
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $594,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $594,706
- Employer contributions
- $20,968
- Participant contributions
- $41,935
- Total income / additions
- $121,987
- Benefits paid
- $37,327
- Administrative expenses
- $11,036
- Total expenses
- $48,363
- Net increase / (decrease)
- $73,624
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $10,894 | $0 |
| Lincoln Financial Securities | BROKER ADVISER | $0 | $5,163 |
| Crs Cpa Psc | CONTRACT ADMIN | $272 | not reported in the loaded dataset |