Civic Intelligence
Filing

Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan

Programa Head Start Municipio Autonomo De Caguas • EIN 66-0433568 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Up

330 → 332

2 • 0.61%

Assets

Up

$648,313 → $800,013

$151,700 • 23.40%

Investment Management Fee

0.00%

$0

Admin expenses $16,894 • Total expenses $53,732

Filing Details

Context
Net investment result
$148,177
Pension payor EIN
66-0561870

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
RENE MIRABAL & ASSOCIATES, PSCEIN 66-0637442Accountant---

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241397$6,072,175$600,591$1,513iApproximate average salary by contribution assumption: employee only about $37,821 at 4% or $25,214 at 6%; with 50% employer match about $25,214 at 4% or $16,809 at 6%; with 100% employer match about $18,910 at 4% or $12,607 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-397$6,072,175$600,591$1,513iApproximate average salary by contribution assumption: employee only about $37,821 at 4% or $25,214 at 6%; with 50% employer match about $25,214 at 4% or $16,809 at 6%; with 100% employer match about $18,910 at 4% or $12,607 at 6%.
20231399$5,206,592$553,682$1,388iApproximate average salary by contribution assumption: employee only about $34,692 at 4% or $23,128 at 6%; with 50% employer match about $23,128 at 4% or $15,419 at 6%; with 100% employer match about $17,346 at 4% or $11,564 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-399$5,206,592$553,682$1,388iApproximate average salary by contribution assumption: employee only about $34,692 at 4% or $23,128 at 6%; with 50% employer match about $23,128 at 4% or $15,419 at 6%; with 100% employer match about $17,346 at 4% or $11,564 at 6%.
20221427$4,408,954$532,491$1,247iApproximate average salary by contribution assumption: employee only about $31,176 at 4% or $20,784 at 6%; with 50% employer match about $20,784 at 4% or $13,856 at 6%; with 100% employer match about $15,588 at 4% or $10,392 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-427$4,408,954$532,491$1,247iApproximate average salary by contribution assumption: employee only about $31,176 at 4% or $20,784 at 6%; with 50% employer match about $20,784 at 4% or $13,856 at 6%; with 100% employer match about $15,588 at 4% or $10,392 at 6%.
20211421$4,858,751$521,371$1,238iApproximate average salary by contribution assumption: employee only about $30,960 at 4% or $20,640 at 6%; with 50% employer match about $20,640 at 4% or $13,760 at 6%; with 100% employer match about $15,480 at 4% or $10,320 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-421$4,858,751$521,371$1,238iApproximate average salary by contribution assumption: employee only about $30,960 at 4% or $20,640 at 6%; with 50% employer match about $20,640 at 4% or $13,760 at 6%; with 100% employer match about $15,480 at 4% or $10,320 at 6%.
20201422$4,208,649$470,035$1,114iApproximate average salary by contribution assumption: employee only about $27,846 at 4% or $18,564 at 6%; with 50% employer match about $18,564 at 4% or $12,376 at 6%; with 100% employer match about $13,923 at 4% or $9,282 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-422$4,208,649$470,035$1,114iApproximate average salary by contribution assumption: employee only about $27,846 at 4% or $18,564 at 6%; with 50% employer match about $18,564 at 4% or $12,376 at 6%; with 100% employer match about $13,923 at 4% or $9,282 at 6%.
20191388$3,445,083$311,997$804iApproximate average salary by contribution assumption: employee only about $20,103 at 4% or $13,402 at 6%; with 50% employer match about $13,402 at 4% or $8,935 at 6%; with 100% employer match about $10,051 at 4% or $6,701 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-388$3,445,083$311,997$804iApproximate average salary by contribution assumption: employee only about $20,103 at 4% or $13,402 at 6%; with 50% employer match about $13,402 at 4% or $8,935 at 6%; with 100% employer match about $10,051 at 4% or $6,701 at 6%.
20181372$3,013,229$223,917$602iApproximate average salary by contribution assumption: employee only about $15,048 at 4% or $10,032 at 6%; with 50% employer match about $10,032 at 4% or $6,688 at 6%; with 100% employer match about $7,524 at 4% or $5,016 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-372$3,013,229$223,917$602iApproximate average salary by contribution assumption: employee only about $15,048 at 4% or $10,032 at 6%; with 50% employer match about $10,032 at 4% or $6,688 at 6%; with 100% employer match about $7,524 at 4% or $5,016 at 6%.
20171378$3,059,974$218,982$579iApproximate average salary by contribution assumption: employee only about $14,483 at 4% or $9,655 at 6%; with 50% employer match about $9,655 at 4% or $6,437 at 6%; with 100% employer match about $7,241 at 4% or $4,828 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-378$3,059,974$218,982$579iApproximate average salary by contribution assumption: employee only about $14,483 at 4% or $9,655 at 6%; with 50% employer match about $9,655 at 4% or $6,437 at 6%; with 100% employer match about $7,241 at 4% or $4,828 at 6%.
20161351$2,634,568$168,077$479iApproximate average salary by contribution assumption: employee only about $11,971 at 4% or $7,981 at 6%; with 50% employer match about $7,981 at 4% or $5,321 at 6%; with 100% employer match about $5,986 at 4% or $3,990 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-351$2,634,568$168,077$479iApproximate average salary by contribution assumption: employee only about $11,971 at 4% or $7,981 at 6%; with 50% employer match about $7,981 at 4% or $5,321 at 6%; with 100% employer match about $5,986 at 4% or $3,990 at 6%.
20151351$2,465,142$194,222$553iApproximate average salary by contribution assumption: employee only about $13,833 at 4% or $9,222 at 6%; with 50% employer match about $9,222 at 4% or $6,148 at 6%; with 100% employer match about $6,917 at 4% or $4,611 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-351$2,465,142$194,222$553iApproximate average salary by contribution assumption: employee only about $13,833 at 4% or $9,222 at 6%; with 50% employer match about $9,222 at 4% or $6,148 at 6%; with 100% employer match about $6,917 at 4% or $4,611 at 6%.
20141319$2,414,940$187,637$588iApproximate average salary by contribution assumption: employee only about $14,705 at 4% or $9,803 at 6%; with 50% employer match about $9,803 at 4% or $6,536 at 6%; with 100% employer match about $7,353 at 4% or $4,902 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-319$2,414,940$187,637$588iApproximate average salary by contribution assumption: employee only about $14,705 at 4% or $9,803 at 6%; with 50% employer match about $9,803 at 4% or $6,536 at 6%; with 100% employer match about $7,353 at 4% or $4,902 at 6%.
20131330$2,314,776$194,675$590iApproximate average salary by contribution assumption: employee only about $14,748 at 4% or $9,832 at 6%; with 50% employer match about $9,832 at 4% or $6,555 at 6%; with 100% employer match about $7,374 at 4% or $4,916 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-330$2,314,776$194,675$590iApproximate average salary by contribution assumption: employee only about $14,748 at 4% or $9,832 at 6%; with 50% employer match about $9,832 at 4% or $6,555 at 6%; with 100% employer match about $7,374 at 4% or $4,916 at 6%.
20121371$2,145,386$212,313$572iApproximate average salary by contribution assumption: employee only about $14,307 at 4% or $9,538 at 6%; with 50% employer match about $9,538 at 4% or $6,359 at 6%; with 100% employer match about $7,153 at 4% or $4,769 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-371$2,145,386$212,313$572iApproximate average salary by contribution assumption: employee only about $14,307 at 4% or $9,538 at 6%; with 50% employer match about $9,538 at 4% or $6,359 at 6%; with 100% employer match about $7,153 at 4% or $4,769 at 6%.
20111369$1,912,061$209,987$569iApproximate average salary by contribution assumption: employee only about $14,227 at 4% or $9,485 at 6%; with 50% employer match about $9,485 at 4% or $6,323 at 6%; with 100% employer match about $7,113 at 4% or $4,742 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-369$1,912,061$209,987$569iApproximate average salary by contribution assumption: employee only about $14,227 at 4% or $9,485 at 6%; with 50% employer match about $9,485 at 4% or $6,323 at 6%; with 100% employer match about $7,113 at 4% or $4,742 at 6%.
20101351$1,783,775$194,703$555iApproximate average salary by contribution assumption: employee only about $13,868 at 4% or $9,245 at 6%; with 50% employer match about $9,245 at 4% or $6,163 at 6%; with 100% employer match about $6,934 at 4% or $4,623 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-351$1,783,775$194,703$555iApproximate average salary by contribution assumption: employee only about $13,868 at 4% or $9,245 at 6%; with 50% employer match about $9,245 at 4% or $6,163 at 6%; with 100% employer match about $6,934 at 4% or $4,623 at 6%.
20091339$1,627,765$186,187$549iApproximate average salary by contribution assumption: employee only about $13,731 at 4% or $9,154 at 6%; with 50% employer match about $9,154 at 4% or $6,102 at 6%; with 100% employer match about $6,865 at 4% or $4,577 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-339$1,627,765$186,187$549iApproximate average salary by contribution assumption: employee only about $13,731 at 4% or $9,154 at 6%; with 50% employer match about $9,154 at 4% or $6,102 at 6%; with 100% employer match about $6,865 at 4% or $4,577 at 6%.
20081320$1,460,330$177,912$556iApproximate average salary by contribution assumption: employee only about $13,899 at 4% or $9,266 at 6%; with 50% employer match about $9,266 at 4% or $6,178 at 6%; with 100% employer match about $6,950 at 4% or $4,633 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-320$1,460,330$177,912$556iApproximate average salary by contribution assumption: employee only about $13,899 at 4% or $9,266 at 6%; with 50% employer match about $9,266 at 4% or $6,178 at 6%; with 100% employer match about $6,950 at 4% or $4,633 at 6%.
20071360$1,338,634$181,437$504iApproximate average salary by contribution assumption: employee only about $12,600 at 4% or $8,400 at 6%; with 50% employer match about $8,400 at 4% or $5,600 at 6%; with 100% employer match about $6,300 at 4% or $4,200 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-360$1,338,634$181,437$504iApproximate average salary by contribution assumption: employee only about $12,600 at 4% or $8,400 at 6%; with 50% employer match about $8,400 at 4% or $5,600 at 6%; with 100% employer match about $6,300 at 4% or $4,200 at 6%.
20061358$1,167,782$184,331$515iApproximate average salary by contribution assumption: employee only about $12,872 at 4% or $8,582 at 6%; with 50% employer match about $8,582 at 4% or $5,721 at 6%; with 100% employer match about $6,436 at 4% or $4,291 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-358$1,167,782$184,331$515iApproximate average salary by contribution assumption: employee only about $12,872 at 4% or $8,582 at 6%; with 50% employer match about $8,582 at 4% or $5,721 at 6%; with 100% employer match about $6,436 at 4% or $4,291 at 6%.
20051358$978,343$185,212$517iApproximate average salary by contribution assumption: employee only about $12,934 at 4% or $8,623 at 6%; with 50% employer match about $8,623 at 4% or $5,748 at 6%; with 100% employer match about $6,467 at 4% or $4,311 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-358$978,343$185,212$517iApproximate average salary by contribution assumption: employee only about $12,934 at 4% or $8,623 at 6%; with 50% employer match about $8,623 at 4% or $5,748 at 6%; with 100% employer match about $6,467 at 4% or $4,311 at 6%.
20041332$800,013$195,742$590iApproximate average salary by contribution assumption: employee only about $14,740 at 4% or $9,826 at 6%; with 50% employer match about $9,826 at 4% or $6,551 at 6%; with 100% employer match about $7,370 at 4% or $4,913 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase PlanCurrent332$800,013$195,742$590iApproximate average salary by contribution assumption: employee only about $14,740 at 4% or $9,826 at 6%; with 50% employer match about $9,826 at 4% or $6,551 at 6%; with 100% employer match about $7,370 at 4% or $4,913 at 6%.
20031328$465,686$465,686$1,420iApproximate average salary by contribution assumption: employee only about $35,494 at 4% or $23,663 at 6%; with 50% employer match about $23,663 at 4% or $15,775 at 6%; with 100% employer match about $17,747 at 4% or $11,831 at 6%.
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan-328$465,686$465,686$1,420iApproximate average salary by contribution assumption: employee only about $35,494 at 4% or $23,663 at 6%; with 50% employer match about $23,663 at 4% or $15,775 at 6%; with 100% employer match about $17,747 at 4% or $11,831 at 6%.
Schedule Details

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$800,013$151,700 change

Balance Sheet

Beginning and end of plan year.

Total assets$648,313$800,013Increase +$151,700 (23.40%)
Total liabilities$6,807$10,330Increase +$3,523 (51.76%)
Net assets$641,506$789,683Increase +$148,177 (23.10%)

Contributions

Employer contributions$178,848
Participant contributions$0
Other contributions$16,894
Total contributions$195,742

Income & Investment Result

Total income$201,909
Interest$6,025
Dividends$0
Net income$148,177

Expenses & Fees

Benefits paid$36,838
Investment management$0
Administrative expenses$16,894
Total expenses$53,732

Accountant

FirmRENE MIRABAL & ASSOCIATES, PSC
Firm EIN66-0637442

Compliance

Fidelity bond amount$0
Participant loans$0
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $648,313Total assets at end of year: $800,013Total liabilities at end of year: $10,330Net income or loss: $148,177
Filing Id
91037347310335
Schedule H EIN
66-0433568
Schedule H Plan number
001
Schedule H Plan Year Begin Date
2004-01-01
Schedule H Tax Period
20041231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$212,778
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$4,309
Interest Bear Cash Beginning of year Amount
$346
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$0
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$430,880
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$648,313
Bnfts Payable Beginning of year Amount
$2,498
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$4,309
Total liabilities at beginning of year
$6,807
Net assets at beginning of year
$641,506
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$220,116
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$7,837
Interest Bear Cash End of year Amount
$815
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$0
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$571,245
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$800,013
Bnfts Payable End of year Amount
$2,493
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$7,837
Total liabilities at end of year
$10,330
Net assets at end of year
$789,683
Employer contributions
$178,848
Participant contributions
$0
Oth Contribution Rcvd Amount
$16,894
Non Cash Contribution Bs Amount
$0
Total contributions
$195,742
Interest Bear Cash Amount
$6,025
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$0
Interest On Oth Investment Amount
$0
Total interest income
$6,025
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$232,812
Aggregate Costs Amount
$232,756
Net gain or loss on sale of assets
$56
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$86
Net unrealized appreciation or depreciation
$86
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$0
Total income
$201,909
Participant distributions
$36,838
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$36,838
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$16,894
Total administrative expenses
$16,894
Total expenses
$53,732
Net income or loss
$148,177
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
3
Account Performed Limited Audit Indicator
Yes
Accountant firm name
RENE MIRABAL & ASSOCIATES, PSC
Accountant firm EIN
66-0637442
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond amount
$0
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN66-0561870

Transfers

Distributed property value$0
Schedule R source fields
Payor 66-0561870
Filing Id
91037347310335
Schedule R EIN
66-0433568
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
66-0561870
Pension Bnft Distribution Sngl Sum Count
23
Pension Employer Contribution Rqr Amount
$178,848
Pension Employer Contribution Paid Amount
$180,041
Pension Funding Deficiency Amount
$-1,193