Hato Rey Pathology Associates, Inc. 1165(E) Savings Plan — Form 5500 plan (Hato Rey Pathology Associates, 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, Hato Rey Pathology Associates, Inc. 1165(E) Savings Plan is a benefit plan reported by Hato Rey Pathology Associates, Inc. under EIN 66-0700383 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $2,324,961 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hato Rey Pathology Associates, Inc.
- EIN
- 66-0700383
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 108
- End-of-year plan assets
- $2,324,961
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 108 | H, C | 20241004142304NAL0020560464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,324,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,324,961
- Net assets (BOY)
- $1,819,189
Income & contributions
- Employer contributions
- $55,820
- Participant contributions
- $165,708
- Total contributions
- $238,621
- Total income / additions
- $582,636
Expenses & distributions
- Benefits paid
- $44,172
- Administrative expenses
- $32,692
- Total expenses
- $76,864
- Net increase / (decrease)
- $505,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $26,528 | $0 | 2023 |
| Quinones Archilla | INVESTMENT ADVISOR | $5,993 | not reported in the loaded dataset | 2023 |
| Lincoln Financial Securities | BROKER/ADVISER | $0 | $5,407 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $999 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hato Rey Pathology Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Empower Annuity Insurance Company — Schedule C compensation
- Quinones Archilla — Schedule C compensation
- Lincoln Financial Securities — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation