403(B) Thrift Plan For Employees Of Asociacion Puertorriquenos En Marcha, Inc. — Form 5500 plan (Asociacion Puertorriquenos En)

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, 403(B) Thrift Plan For Employees Of Asociacion Puertorriquenos En Marcha, Inc. is a benefit plan reported by Asociacion Puertorriquenos En under EIN 23-1930630 and plan number 002. The latest loaded filing year is 2023. The filing reports 780 participants and $10,775,826 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Asociacion Puertorriquenos En
EIN
23-1930630
Plan number
002
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
780
End-of-year plan assets
$10,775,826

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023780H, C20250714132748NAL0001115457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,775,826
Total liabilities (EOY)
$0
Net assets (EOY)
$10,775,826
Net assets (BOY)
$8,508,914

Income & contributions

Employer contributions
$911,031
Participant contributions
$497,139
Total contributions
$1,770,892
Total income / additions
$2,951,000

Expenses & distributions

Benefits paid
$676,185
Administrative expenses
$7,903
Total expenses
$684,088
Net increase / (decrease)
$2,266,912

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$7,544$02023

Related Form 5500 pages