Plan5500

Cst Law Retirement Plan — Form 5500 plan (Casillas Santiago Torres 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, Cst Law Retirement Plan is a benefit plan reported by Casillas Santiago Torres LLC under EIN 66-0765959 and plan number 001. The latest loaded filing year is 2023. The filing reports 34 participants and $2,130,766 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Casillas Santiago Torres LLC
EIN
66-0765959
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
34
End-of-year plan assets
$2,130,766

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202334I, C20240322085756NAL0003517379001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,130,766
Net assets (EOY)
$2,130,766
Net assets (BOY)
$1,532,316

Income & contributions

Employer contributions
$97,162
Participant contributions
$180,423
Total income / additions
$600,433

Expenses & distributions

Benefits paid
$0
Administrative expenses
$1,353
Total expenses
$1,983
Net increase / (decrease)
$598,450

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rodriguez TorresINVESTMENT ADVISOR$4,389$02023
Massacuset Mutual LifeBROKER$0$4,0002023
Empower Advisory Group LLCINVESTMENT MNGMNT$1,352not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages