Puerto Rico Energy LLC Retirement Savings Plan — Form 5500 plan (Puerto Rico Energy LLC)
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, Puerto Rico Energy LLC Retirement Savings Plan is a benefit plan reported by Puerto Rico Energy LLC under EIN 66-0759525 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $19,317,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Puerto Rico Energy LLC
- EIN
- 66-0759525
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $19,317,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20240916103338NAL0003665650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,317,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,317,782
- Net assets (BOY)
- $17,178,357
Income & contributions
- Employer contributions
- $359,005
- Participant contributions
- $605,464
- Total contributions
- $1,002,333
- Total income / additions
- $3,459,018
Expenses & distributions
- Benefits paid
- $1,163,317
- Administrative expenses
- $75,764
- Total expenses
- $1,319,593
- Net increase / (decrease)
- $2,139,425
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oriental Bank & Trust | TRUSTEE | $45,732 | not reported in the loaded dataset | 2023 |
| Rodriguez Torres | INVESTMENT ADVISOR | $35,459 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORKEEPER | $29,807 | $0 | 2023 |
| Psv & Company Psc | AUDITOR | $10,920 | not reported in the loaded dataset | 2023 |
| Leaft House Financial Advisors LLC | OTHER | $8,865 | not reported in the loaded dataset | 2023 |
| Pension Plus Inc | CONTRACT ADMINISTRATOR | $0 | $8,865 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Puerto Rico Energy LLC
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Oriental Bank & Trust — Schedule C compensation
- Rodriguez Torres — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Psv & Company Psc — Schedule C compensation
- Leaft House Financial Advisors LLC — Schedule C compensation
- Pension Plus Inc — Schedule C compensation