Sociedad Para Asistencia Legal Pension Plan — Form 5500 plan (Sociedad Para La Asistencia Legal De Pr, 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, Sociedad Para Asistencia Legal Pension Plan is a benefit plan reported by Sociedad Para La Asistencia Legal De Pr, Inc. under EIN 66-0217275 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $21,024,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sociedad Para La Asistencia Legal De Pr, Inc.
- EIN
- 66-0217275
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $21,024,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241001093929NAL0013301570001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,024,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,024,378
- Net assets (BOY)
- $18,650,616
Income & contributions
- Employer contributions
- $500,337
- Participant contributions
- $354,720
- Total contributions
- $855,057
- Total income / additions
- $4,046,418
Expenses & distributions
- Benefits paid
- $1,666,601
- Administrative expenses
- $6,055
- Total expenses
- $1,672,656
- Net increase / (decrease)
- $2,373,762
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oriental Bank & Trust | TRUSTEE | $22,040 | not reported in the loaded dataset | 2023 |
| Envestnet | OTHER | $6,705 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGT | $2,952 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | REECORDKEEPER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sociedad Para La Asistencia Legal De Pr, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Oriental Bank & Trust — Schedule C compensation
- Envestnet — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation