Supermercado Econo Facundo, Inc. Retirement Plan — Form 5500 plan (Supermercado Facundo, 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, Supermercado Econo Facundo, Inc. Retirement Plan is a benefit plan reported by Supermercado Facundo, Inc. under EIN 66-0323091 and plan number 001. The latest loaded filing year is 2023. The filing reports 340 participants and $2,694,173 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Supermercado Facundo, Inc.
EIN
66-0323091
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
340
End-of-year plan assets
$2,694,173

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023340H, C20241009093608NAL0018963633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,694,173
Total liabilities (EOY)
$8,098
Net assets (EOY)
$2,686,075
Net assets (BOY)
$2,100,663

Income & contributions

Employer contributions
$49,158
Participant contributions
$138,995
Total contributions
$188,427
Total income / additions
$679,917

Expenses & distributions

Benefits paid
$75,353
Administrative expenses
$11,054
Total expenses
$94,505
Net increase / (decrease)
$585,412

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oriental Pension ConsultantsRECORDKEEPER$1,445$02023
Pronvest IncADVISOR$1,196not reported in the loaded dataset2023

Related Form 5500 pages