2023 Form 5500 filing — Bermudez, Longo, Diaz-Masso, LLC 401k Pension 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 20241015104351NAL0014422755001) for Bermudez, Longo, Diaz-Masso, LLC 401k Pension Plan, reported by Bermudez, Longo, Diaz-Masso, LLC. under EIN 66-0454618 and plan number 002. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.8MReported net assets$8,838,736
Participants428
Provider compensation$24.3K1 Schedule C row(s)$24,258
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015104351NAL0014422755001
- Plan sponsor
- Bermudez, Longo, Diaz-Masso, LLC.
- EIN
- 66-0454618
- Plan number
- 002
- Location
- San Juan, PR
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.8M total assets
Net assets$8.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,838,736
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,838,736
- Employer contributions
- $211,574
- Participant contributions
- $460,333
- Total income / additions
- $2,005,979
- Benefits paid
- $313,371
- Administrative expenses
- $4,519
- Total expenses
- $317,890
- Net increase / (decrease)
- $1,688,089
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Popular Inc. | TRUSTEE & RK | $3,076 | $21,182 |