Cabrera Retirement Plan — Form 5500 plan (Cabrera, 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, Cabrera Retirement Plan is a benefit plan reported by Cabrera, Inc. under EIN 66-0208833 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $3,430,991 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cabrera, Inc.
- EIN
- 66-0208833
- Plan number
- 001
- Plan type
- 2
- Location
- Arecibo, PR
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $3,430,991
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20250203152512NAL0003717859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,430,991
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,430,991
- Net assets (BOY)
- $2,752,422
Income & contributions
- Employer contributions
- $119,775
- Participant contributions
- $368,974
- Total contributions
- $489,473
- Total income / additions
- $913,897
Expenses & distributions
- Benefits paid
- $177,740
- Administrative expenses
- $57,588
- Total expenses
- $235,328
- Net increase / (decrease)
- $678,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $19,684 | $0 | 2023 |
| Rsm Roc & Company | AUDITOR | $19,526 | $0 | 2023 |
| Consultiva Wealth Management Group | INVESTMENT ADVISOR | $11,827 | $0 | 2023 |
| Pension Administrators Group Inc. | CONTRACT ADMINISTRATOR | $8,266 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cabrera, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Arecibo, PR
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Rsm Roc & Company — Schedule C compensation
- Consultiva Wealth Management Group — Schedule C compensation
- Pension Administrators Group Inc. — Schedule C compensation