Cooperativa De Ahorro Y Credito De Arecibo Salary Deferral Retirement Plan 1081.01(D) — Form 5500 plan (Cooperativa De Ahorro Y Credito De Arecibo)
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, Cooperativa De Ahorro Y Credito De Arecibo Salary Deferral Retirement Plan 1081.01(D) is a benefit plan reported by Cooperativa De Ahorro Y Credito De Arecibo under EIN 66-0190521 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $12,429,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cooperativa De Ahorro Y Credito De Arecibo
- EIN
- 66-0190521
- Plan number
- 001
- Plan type
- 2
- Location
- Arecibo, PR
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $12,429,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241015135510NAL0056486866001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,429,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,429,437
- Net assets (BOY)
- $9,836,928
Income & contributions
- Employer contributions
- $436,612
- Participant contributions
- $466,471
- Total contributions
- $1,046,087
- Total income / additions
- $2,877,932
Expenses & distributions
- Benefits paid
- $246,399
- Administrative expenses
- $39,024
- Total expenses
- $285,423
- Net increase / (decrease)
- $2,592,509
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| B Riley Weath Management Inc | OTHER | $16,095 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,124 | $0 | 2023 |
| Oriental Bank & Trust | CONTRACT ADMIN | -$833 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,395 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cooperativa De Ahorro Y Credito De Arecibo
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Arecibo, PR
- B Riley Weath Management Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Oriental Bank & Trust — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation