Plan5500

Puerto Rico Manufacturers Association Retirement Plan — Form 5500 plan (Puerto Rico Manufacturers Assciation)

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, Puerto Rico Manufacturers Association Retirement Plan is a benefit plan reported by Puerto Rico Manufacturers Assciation under EIN 66-0182607 and plan number 002. The latest loaded filing year is 2023. The filing reports 6 participants and $499,152 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Puerto Rico Manufacturers Assciation
EIN
66-0182607
Plan number
002
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
6
End-of-year plan assets
$499,152

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236I, C20240709071951NAL0020523472001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$499,152
Net assets (EOY)
$499,152
Net assets (BOY)
$467,129

Income & contributions

Employer contributions
$18,304
Total income / additions
$63,599

Expenses & distributions

Benefits paid
$29,099
Administrative expenses
$2,477
Total expenses
$31,576
Net increase / (decrease)
$32,023

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Consultiva Wealth Management CorpINVESTMENT MANAGEMENT$3,580not reported in the loaded dataset2023
Retirement Strategies IncCONTRACT ADMIN$0$4772023
Empower A.I.C.ARECORDKEEPER$0$02023

Related Form 5500 pages