Edp University Retirement Plan — Form 5500 plan (Edp University Of Puerto Rico, 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, Edp University Retirement Plan is a benefit plan reported by Edp University Of Puerto Rico, Inc. under EIN 66-0277132 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $2,160,268 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edp University Of Puerto Rico, Inc.
EIN
66-0277132
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
385
End-of-year plan assets
$2,160,268

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023385H, C20250203145751NAL0003696515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,160,268
Total liabilities (EOY)
$2,062
Net assets (EOY)
$2,158,206
Net assets (BOY)
$1,632,903

Income & contributions

Employer contributions
$98,977
Participant contributions
$218,908
Total contributions
$317,885
Total income / additions
$615,673

Expenses & distributions

Benefits paid
$83,313
Administrative expenses
$7,057
Total expenses
$90,370
Net increase / (decrease)
$525,303

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pronvest, IncADVISOR$5,837not reported in the loaded dataset2023
Nppg Record Keeping Solutions, LLCRECORD KEEPER$1,220not reported in the loaded dataset2023

Related Form 5500 pages