Plan5500

Servicios Legales De Pr, Inc. Coda Profit Sharing Plan — Form 5500 plan (Servicios Legales 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, Servicios Legales De Pr, Inc. Coda Profit Sharing Plan is a benefit plan reported by Servicios Legales De Pr, Inc. under EIN 66-0265391 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $10,177,233 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.2MPlan net assets, end of year$10,172,504
Participants219Covered participants reported
Assets / participant$46.5KComputed: assets ÷ participants$46,471 (computed)
Provider compensation$18K1 Schedule C provider row(s)$17,974
Plan sponsor
Servicios Legales De Pr, Inc.
EIN
66-0265391
Plan number
001
Plan type
2
Location
Santurce, PR
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    219 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.2M total assets
Net assets$10.2MLiabilities$4.7K
Money in vs. money out
Total income / additions$2.2M
Total expenses$667.3K
Benefits paid / distributions$664.8K
Contributions
Employer$287.2K
Participant$449.6K
Full reported line items

Net assets

Total assets (EOY)
$10,177,233
Total liabilities (EOY)
$4,729
Net assets (EOY)
$10,172,504
Net assets (BOY)
$8,616,379

Income & contributions

Employer contributions
$287,229
Participant contributions
$449,597
Total contributions
$736,826
Total income / additions
$2,223,447

Expenses & distributions

Benefits paid
$664,826
Administrative expenses
$2,496
Total expenses
$667,322
Net increase / (decrease)
$1,556,125
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Bppr- Popular Fiduciary Services$18K
    RK & TRUSTEE · Direct $2.5K · Indirect $15.5K

Related Form 5500 pages