Pueblo Inc. Retirement Plan — Form 5500 plan (Pueblo 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, Pueblo Inc. Retirement Plan is a benefit plan reported by Pueblo Inc. under EIN 66-0702072 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,550 participants and $2,606,132 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pueblo Inc.
EIN
66-0702072
Plan number
001
Plan type
2
Location
Carolina, PR
Latest filing year
2023
Participants
1,550
End-of-year plan assets
$2,606,132

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,550H, C20241015154553NAL0030222353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,606,132
Total liabilities (EOY)
$3,207
Net assets (EOY)
$2,602,925
Net assets (BOY)
$1,484,741

Income & contributions

Employer contributions
$200,179
Participant contributions
$703,213
Total contributions
$903,392
Total income / additions
$1,237,697

Expenses & distributions

Benefits paid
$110,835
Administrative expenses
$8,678
Total expenses
$119,513
Net increase / (decrease)
$1,118,184

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bppr - Popular Fiduciary ServicesTRUSTEE/RK$8,678$352023

Related Form 5500 pages