2023 Form 5500 filing — Cooperativa De Ahorro Y Credito De Barranquitas Salary Deferral 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 20241015180159NAL0015211587001) for Cooperativa De Ahorro Y Credito De Barranquitas Salary Deferral Retirement Plan, reported by Cooperativa De Ahorro Y Credito De Barranquitas under EIN 66-0266453 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180159NAL0015211587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cooperativa De Ahorro Y Credito De Barranquitas
- EIN
- 66-0266453
- Plan number
- 001
- Location
- Barranquitas, PR
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,742,798
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,742,798
- Employer contributions
- $104,808
- Participant contributions
- $135,352
- Total income / additions
- $1,336,374
- Benefits paid
- $622,267
- Administrative expenses
- $27,842
- Total expenses
- $650,109
- Net increase / (decrease)
- $686,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Consultiva Wealth Management Corp | INVESTMENT ADVISOR | $20,623 | $0 |
| Empower Annuity Insurance Co. Of Am | RECODKEEPER | $7,964 | $0 |
| Pension Administrators Group, Inc. | CONTRACT ADMIN | $325 | $0 |