Plan De Participacion De Ganancias Para Los — Form 5500 plan (Suiza Dairy Corp.)
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, Plan De Participacion De Ganancias Para Los is a benefit plan reported by Suiza Dairy Corp. under EIN 66-0617827 and plan number 001. The latest loaded filing year is 2023. The filing reports 881 participants and $19,910,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suiza Dairy Corp.
- EIN
- 66-0617827
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 881
- End-of-year plan assets
- $19,910,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 881 | H, C | 20240717102741NAL0002416307001 |
| 2023 | 973 | H, C | 20241007133838NAL0026303680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,209,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,209,758
- Net assets (BOY)
- $18,736,557
Income & contributions
- Employer contributions
- $308,490
- Participant contributions
- $10,467
- Total contributions
- $1,075,421
- Total income / additions
- $3,506,831
Expenses & distributions
- Benefits paid
- $2,011,639
- Administrative expenses
- $21,991
- Total expenses
- $2,033,630
- Net increase / (decrease)
- $1,473,201
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independent Financial Group LLC | INVESTMENT ADVISOR | $84,434 | $0 | 2023 |
| Independent Financial Group LLC | INVESTMENT ADVISOR | $50,846 | $0 | 2023 |
| Empower Annuity Insurance Company F | RECORDKEEPER | $21,991 | $0 | 2023 |
| Great West Life & Annuity Company | RECORDKEEPER | $18,262 | $0 | 2023 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Suiza Dairy Corp.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Independent Financial Group LLC — Schedule C compensation
- Empower Annuity Insurance Company F — Schedule C compensation
- Great West Life & Annuity Company — Schedule C compensation
- A & A Employee Benefits Consulting — Schedule C compensation