Plan5500

V. Suarez & Co., Inc. Retirement Plan — Form 5500 plan (V. Suarez & Co. Inc.)

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, V. Suarez & Co., Inc. Retirement Plan is a benefit plan reported by V. Suarez & Co. Inc. under EIN 66-0178790 and plan number 002. The latest loaded filing year is 2023. The filing reports 614 participants and $44,562,694 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
V. Suarez & Co. Inc.
EIN
66-0178790
Plan number
002
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
614
End-of-year plan assets
$44,562,694

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023614H, C20240910074619NAL0006571841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,562,694
Total liabilities (EOY)
$0
Net assets (EOY)
$44,562,694
Net assets (BOY)
$37,623,158

Income & contributions

Employer contributions
$446,838
Participant contributions
$1,535,812
Total contributions
$1,982,650
Total income / additions
$8,790,745

Expenses & distributions

Benefits paid
$1,851,209
Administrative expenses
$0
Total expenses
$1,851,209
Net increase / (decrease)
$6,939,536

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oriental BankTRUSTEE$0$02023
Nppg Record Keeping SolutionsRECORDKEEPER$0$02023

Related Form 5500 pages