Bermudez, Longo, Diaz-Masso, LLC 401k Pension Plan — Form 5500 plan (Bermudez, Longo, Diaz-Masso, LLC.)
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, Bermudez, Longo, Diaz-Masso, LLC 401k Pension Plan is a benefit plan reported by Bermudez, Longo, Diaz-Masso, LLC. under EIN 66-0454618 and plan number 002. The latest loaded filing year is 2023. The filing reports 428 participants and $8,838,736 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.8MPlan net assets, end of year$8,838,736
Participants428Covered participants reported
Assets / participant$20.7KComputed: assets ÷ participants$20,651 (computed)
Provider compensation$24.3K1 Schedule C provider row(s)$24,258
- Plan sponsor
- Bermudez, Longo, Diaz-Masso, LLC.
- EIN
- 66-0454618
- Plan number
- 002
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 428 | H, C | 20241015104351NAL0014422755001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.8M total assets
Net assets$8.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,838,736
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,838,736
- Net assets (BOY)
- $7,150,647
Income & contributions
- Employer contributions
- $211,574
- Participant contributions
- $460,333
- Total contributions
- $671,907
- Total income / additions
- $2,005,979
Expenses & distributions
- Benefits paid
- $313,371
- Administrative expenses
- $4,519
- Total expenses
- $317,890
- Net increase / (decrease)
- $1,688,089
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Popular Inc. | TRUSTEE & RK | $3,076 | $21,182 | 2023 |