Salary Deferral Retirement Plan 1081.01(D) Fundacion De Hogares Para Trabajadores — Form 5500 plan (Fundacion De Hogares Para Trabajadores)
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, Salary Deferral Retirement Plan 1081.01(D) Fundacion De Hogares Para Trabajadores is a benefit plan reported by Fundacion De Hogares Para Trabajadores under EIN 66-0266516 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $2,113,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fundacion De Hogares Para Trabajadores
- EIN
- 66-0266516
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 115
- End-of-year plan assets
- $2,113,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 115 | H, C | 20241030111531NAL0001285010001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,113,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,113,411
- Net assets (BOY)
- $1,892,834
Income & contributions
- Employer contributions
- $133,843
- Participant contributions
- $159,740
- Total contributions
- $293,583
- Total income / additions
- $344,698
Expenses & distributions
- Benefits paid
- $123,804
- Administrative expenses
- $317
- Total expenses
- $124,121
- Net increase / (decrease)
- $220,577
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Plus Inc | CONTRACT ADMIN | $0 | $5,230 | 2023 |
| Coop De Seguros De Vida De Pr | OTHER | $1,123 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $281 | not reported in the loaded dataset | 2023 |
| Cetera Advisor Networks LLC | BROKER/ADVISER | $0 | $155 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fundacion De Hogares Para Trabajadores
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Pension Plus Inc — Schedule C compensation
- Coop De Seguros De Vida De Pr — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation