Plan5500

2023 Form 5500 filing — Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment 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 20241107142114NAL0021551074001) for Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan, reported by Combined Building &Housing Consultants, Inc. under EIN 66-0630771 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241107142114NAL0021551074001
Filing year
2023
Form type
2
Plan sponsor
Combined Building &Housing Consultants, Inc.
EIN
66-0630771
Plan number
001
Location
San Juan, PR
Participants
128
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,238,247
Total liabilities (EOY)
$0
Net assets (EOY)
$1,238,247
Employer contributions
$85,718
Participant contributions
$111,597
Total income / additions
$225,010
Benefits paid
$66,151
Administrative expenses
$244
Total expenses
$66,395
Net increase / (decrease)
$158,615
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pension Plus IncCONTRACT ADMIN$0$3,029
Cooperativa De Seguros De Vida DeOTHER$961not reported in the loaded dataset
Envestment Retirement Solutions LLCOTHER$240not reported in the loaded dataset
Cetera Advisor Network LLCBROKER/ADVISER$0$157
Empower Advisor Group LLCINVESTMENT MGMT$0not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$0$0

Related Form 5500 pages