Cpm Pr Savings & Retirement Plan — Form 5500 plan (Cpm Pr, 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, Cpm Pr Savings & Retirement Plan is a benefit plan reported by Cpm Pr, LLC under EIN 66-0532683 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $8,663,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cpm Pr, LLC
- EIN
- 66-0532683
- Plan number
- 001
- Plan type
- 2
- Location
- Guayanbo, PR
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $8,663,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20241015145623NAL0030057617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,663,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,663,969
- Net assets (BOY)
- $7,274,677
Income & contributions
- Employer contributions
- $191,142
- Participant contributions
- $504,390
- Total contributions
- $739,538
- Total income / additions
- $1,863,935
Expenses & distributions
- Benefits paid
- $455,505
- Administrative expenses
- $19,138
- Total expenses
- $474,643
- Net increase / (decrease)
- $1,389,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investmnet Advisor LLC | INVESTMENT ADMINISTRATOR | $18,984 | not reported in the loaded dataset | 2023 |
| Carbonell & Co. Llp | AUDITOR | $9,620 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $9,010 | not reported in the loaded dataset | 2023 |
| Pension Plus Inc | CONTRACT ADMIN | $0 | $3,797 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,750 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cpm Pr, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Guayanbo, PR
- Onedigital Investmnet Advisor LLC — Schedule C compensation
- Carbonell & Co. Llp — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Pension Plus Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation