Plan5500

Supermercado Maximo, Inc. Retirement Plan — Form 5500 plan (Supermercados Maximo, 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, Supermercado Maximo, Inc. Retirement Plan is a benefit plan reported by Supermercados Maximo, Inc. under EIN 66-0615815 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,518 participants and $6,533,802 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.5MPlan net assets, end of year$6,533,802
Participants1.5KCovered participants reported1,518
Assets / participant$4.3KComputed: assets ÷ participants$4,304 (computed)
Provider compensation$64.7K3 Schedule C provider row(s)$64,730
Plan sponsor
Supermercados Maximo, Inc.
EIN
66-0615815
Plan number
002
Plan type
2
Location
San Juan, PR
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,518 participants · 2Sch HSch C
    View filing →
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)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$229.7K
Benefits paid / distributions$155.6K
Contributions
Employer$240.5K
Participant$657.4K
Full reported line items

Net assets

Total assets (EOY)
$6,533,802
Total liabilities (EOY)
$0
Net assets (EOY)
$6,533,802
Net assets (BOY)
$4,980,641

Income & contributions

Employer contributions
$240,506
Participant contributions
$657,444
Total contributions
$897,950
Total income / additions
$1,782,852

Expenses & distributions

Benefits paid
$155,551
Administrative expenses
$64,730
Total expenses
$229,691
Net increase / (decrease)
$1,553,161
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.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Finaxial Corp$29.1K
    NONE · Direct $29.1K
  2. 2
    Benefit Plans Administartion Servic$27.1K
    NONE · Direct $27.1K · Indirect $0
  3. 3
    Bpas Trust Company Of Puerto Rico$8.5K
    NONE · Direct $8.5K

What to inspect next

Frequently asked questions

Who sponsors the Supermercado Maximo, Inc. Retirement Plan?
Supermercado Maximo, Inc. Retirement Plan is reported as sponsored by Supermercados Maximo, Inc. (EIN 66-0615815, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Supermercado Maximo, Inc. Retirement Plan?
The latest Form 5500 filing year loaded for Supermercado Maximo, Inc. Retirement Plan is 2023.
How many participants does Supermercado Maximo, Inc. Retirement Plan report?
Supermercado Maximo, Inc. Retirement Plan reports 1,518 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Supermercado Maximo, Inc. Retirement Plan?
Supermercado Maximo, Inc. Retirement Plan reports $6,533,802 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages