Plain-English plan 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, Preferred Employer Plan For Envios De Valores La Nacional Corp is a benefit plan reported by Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp under EIN 13-3267384 and plan number 200. The latest loaded filing year is 2023. The filing reports 281 participants and $2,721,463 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,721,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,721,463
- Net assets (BOY)
- $2,362,367
Income & contributions
- Employer contributions
- $185,698
- Participant contributions
- $273,115
- Total contributions
- $458,813
- Total income / additions
- $815,405
Expenses & distributions
- Benefits paid
- $419,335
- Administrative expenses
- $27,260
- Total expenses
- $456,309
- Net increase / (decrease)
- $359,096