Mueblerias Berrios Retirement Plan — Form 5500 plan (Empresas Berrios, 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, Mueblerias Berrios Retirement Plan is a benefit plan reported by Empresas Berrios, Inc. under EIN 66-0580021 and plan number 001. The latest loaded filing year is 2023. The filing reports 791 participants and $7,714,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Empresas Berrios, Inc.
- EIN
- 66-0580021
- Plan number
- 001
- Plan type
- 2
- Location
- Cidra, PR
- Latest filing year
- 2023
- Participants
- 791
- End-of-year plan assets
- $7,714,584
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 791 | H, C | 20240729080309NAL0019106161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,714,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,714,584
- Net assets (BOY)
- $6,460,702
Income & contributions
- Employer contributions
- $89,089
- Participant contributions
- $688,879
- Total contributions
- $777,968
- Total income / additions
- $1,560,444
Expenses & distributions
- Benefits paid
- $209,914
- Administrative expenses
- $77,189
- Total expenses
- $306,562
- Net increase / (decrease)
- $1,253,882
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empoweradvisory Group | INVESTMENT MGMT | $23,994 | $0 | 2023 |
| Independent Financial Group LLC | INVESTMENT ADVISOR | $22,836 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,798 | $0 | 2023 |
| Pariter Securities | INVESTMENT ADVISOR | $9,787 | $0 | 2023 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $6,525 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Empresas Berrios, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Cidra, PR
- Empoweradvisory Group — Schedule C compensation
- Independent Financial Group LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Pariter Securities — Schedule C compensation
- A & A Employee Benefits Consulting — Schedule C compensation