2023 Form 5500 filing — Garage Isla Verde Inc 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 20250201115144NAL0002008195001) for Garage Isla Verde Inc Retirement Plan, reported by Garage Isla Verde LLC under EIN 66-0293529 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250201115144NAL0002008195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Garage Isla Verde LLC
- EIN
- 66-0293529
- Plan number
- 001
- Location
- Carolina, PR
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,782,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,782,052
- Employer contributions
- $101,593
- Participant contributions
- $597,777
- Total income / additions
- $1,757,267
- Benefits paid
- $185,666
- Administrative expenses
- $52,733
- Total expenses
- $238,399
- Net increase / (decrease)
- $1,518,868
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $251,799 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $23,804 | $0 |
| Pension Administrators Group Inc | CONTRACT ADMIN | $7,506 | not reported in the loaded dataset |