Dlc Group Savings Plan — Form 5500 plan (De La Cruz & Associates, 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, Dlc Group Savings Plan is a benefit plan reported by De La Cruz & Associates, Inc. under EIN 66-0416370 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $6,845,323 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
De La Cruz & Associates, Inc.
EIN
66-0416370
Plan number
001
Plan type
2
Location
Guaynabo, PR
Latest filing year
2023
Participants
187
End-of-year plan assets
$6,845,323

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H, C20250130140549NAL0000664387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,845,323
Total liabilities (EOY)
$0
Net assets (EOY)
$6,845,323
Net assets (BOY)
$7,517,738

Income & contributions

Employer contributions
$96,484
Participant contributions
$204,021
Total contributions
$300,505
Total income / additions
$1,204,249

Expenses & distributions

Benefits paid
$825,432
Administrative expenses
$41,126
Total expenses
$866,605
Net increase / (decrease)
$337,644

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services Inc.NONE$21,331not reported in the loaded dataset2023
Benefit Plans Admin Services, Inc.NONE$19,795$02023

Related Form 5500 pages