Plan5500

Caguas Hr - Resources, Corp. Retirement And Savings Plan — Form 5500 plan (Caguas Hr - Resources, 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, Caguas Hr - Resources, Corp. Retirement And Savings Plan is a benefit plan reported by Caguas Hr - Resources, Corp. under EIN 66-0737653 and plan number 001. The latest loaded filing year is 2023. The filing reports 21 participants and $594,706 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caguas Hr - Resources, Corp.
EIN
66-0737653
Plan number
001
Plan type
2
Location
Caguas, PR
Latest filing year
2023
Participants
21
End-of-year plan assets
$594,706

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321I, C20241009145035NAL0031613024001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$594,706
Total liabilities (EOY)
$0
Net assets (EOY)
$594,706
Net assets (BOY)
$521,082

Income & contributions

Employer contributions
$20,968
Participant contributions
$41,935
Total income / additions
$121,987

Expenses & distributions

Benefits paid
$37,327
Administrative expenses
$11,036
Total expenses
$48,363
Net increase / (decrease)
$73,624

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$10,894$02023
Lincoln Financial SecuritiesBROKER ADVISER$0$5,1632023
Crs Cpa PscCONTRACT ADMIN$272not reported in the loaded dataset2023

Related Form 5500 pages