B. Fernandez & Hnos., Inc. Retirement Savings Plan — Form 5500 plan (B. Fernandez & Hnos., 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, B. Fernandez & Hnos., Inc. Retirement Savings Plan is a benefit plan reported by B. Fernandez & Hnos., Inc. under EIN 66-0209037 and plan number 002. The latest loaded filing year is 2023. The filing reports 986 participants and $25,382,476 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B. Fernandez & Hnos., Inc.
- EIN
- 66-0209037
- Plan number
- 002
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 986
- End-of-year plan assets
- $25,382,476
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 986 | H, C | 20241014093809NAL0052956930001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,382,476
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,382,476
- Net assets (BOY)
- $21,167,419
Income & contributions
- Employer contributions
- $634,032
- Participant contributions
- $1,714,010
- Total contributions
- $2,400,377
- Total income / additions
- $5,772,927
Expenses & distributions
- Benefits paid
- $1,398,938
- Administrative expenses
- $158,932
- Total expenses
- $1,557,870
- Net increase / (decrease)
- $4,215,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $83,868 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $79,106 | $0 | 2023 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $20,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for B. Fernandez & Hnos., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Empower Annuity Insurance Co — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- A & A Employee Benefits Consulting — Schedule C compensation