Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan — Form 5500 plan (Cortelco Systems Puerto Rico, 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, Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan is a benefit plan reported by Cortelco Systems Puerto Rico, Inc. under EIN 66-0567491 and plan number 001. The latest loaded filing year is 2023. The filing reports 46 participants and $1,763,558 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cortelco Systems Puerto Rico, Inc.
- EIN
- 66-0567491
- Plan number
- 001
- Plan type
- 2
- Location
- Caguas, PR
- Latest filing year
- 2023
- Participants
- 46
- End-of-year plan assets
- $1,763,558
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 46 | I | 20240328143855NAL0002238675001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,763,558
- Net assets (EOY)
- $1,763,558
- Net assets (BOY)
- $1,583,051
Income & contributions
- Employer contributions
- $9,412
- Participant contributions
- $55,250
- Total income / additions
- $281,026
Expenses & distributions
- Benefits paid
- $84,419
- Total expenses
- $100,519
- Net increase / (decrease)
- $180,507
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.