Caribbean Produce Exchange Profit Sharing Plan — Form 5500 plan (Caribbean Produce Exchange, LLC)
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, Caribbean Produce Exchange Profit Sharing Plan is a benefit plan reported by Caribbean Produce Exchange, LLC under EIN 66-0254661 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $2,032,447 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caribbean Produce Exchange, LLC
- EIN
- 66-0254661
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $2,032,447
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20240926141015NAL0001503586001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,032,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,032,447
- Net assets (BOY)
- $1,667,566
Income & contributions
- Employer contributions
- $34,096
- Participant contributions
- $92,239
- Total contributions
- $126,335
- Total income / additions
- $407,557
Expenses & distributions
- Benefits paid
- $16,529
- Administrative expenses
- $26,147
- Total expenses
- $42,676
- Net increase / (decrease)
- $364,881
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | INVESTMENT CO. | $24,307 | $0 | 2023 |
| Lincoln Financial Securities | ADVISOR | $0 | $10,791 | 2023 |
| Iron-Co-Fid--Index-Comprehensive | ADVISOR | $1,472 | $0 | 2023 |
| Northeast Professional Planning Grp | RECORDKEEPER | $0 | $899 | 2023 |
| Nationwide Life Insurance Company | INSURANCE BROKER | $368 | $0 | 2023 |
| Nationwide | INVESTMENT CO. | $0 | $2 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Caribbean Produce Exchange, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Nationwide — Schedule C compensation
- Lincoln Financial Securities — Schedule C compensation
- Iron-Co-Fid--Index-Comprehensive — Schedule C compensation
- Northeast Professional Planning Grp — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation