Boys & Girls Clubs Of Puerto Rico Retirement Plan — Form 5500 plan (Boys & Girls Clubs Of Puerto Rico)
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, Boys & Girls Clubs Of Puerto Rico Retirement Plan is a benefit plan reported by Boys & Girls Clubs Of Puerto Rico under EIN 66-0327584 and plan number 002. The latest loaded filing year is 2023. The filing reports 386 participants and $3,273,978 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boys & Girls Clubs Of Puerto Rico
- EIN
- 66-0327584
- Plan number
- 002
- Plan type
- 2
- Location
- Carolina, PR
- Latest filing year
- 2023
- Participants
- 386
- End-of-year plan assets
- $3,273,978
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 386 | H, C | 20250415114445NAL0005531808001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,273,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,273,978
- Net assets (BOY)
- $2,475,728
Income & contributions
- Employer contributions
- $189,189
- Participant contributions
- $316,335
- Total contributions
- $505,524
- Total income / additions
- $927,859
Expenses & distributions
- Benefits paid
- $68,436
- Administrative expenses
- $37,883
- Total expenses
- $129,609
- Net increase / (decrease)
- $798,250
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Admin Services, Inc. | NONE | $16,752 | $0 | 2023 |
| Kovack Advisors, Inc. | NONE | $16,625 | not reported in the loaded dataset | 2023 |