401(k)
2024 plan-year 401(k) DOL Form 5500

Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Combined Building &housing Consultants, Inc. · Puerto Rico · Finance & Insurance

What the 2023 filing shows

Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan holds $1M for 96 participants — about $15,039 per participant, up 16.6% over the 2024 plan year.

$1M
total plan assets (2024 EOY)
96
covered participants
$15,039
avg assets per participant
+16.6%
assets growth YoY
Total Assets (2023)
$1M
Participants
96
State
Industry
Finance & Insurance

What the Filing Says About Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan

Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan is a 401(k) retirement plan sponsored by Combined Building &housing Consultants, Inc., headquartered in Puerto Rico. As of the 2024 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 96 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 666630771, and the plan has been effective since 2015-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2024 to $1M at year-end — a gain of 16.6%. Net assets (after liabilities) closed the year at $1M, with reported net income of $206K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1M
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$206K
Plan Type401(k)
Employer EIN666630771
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan?
As of the 2024 Form 5500 filing, Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan holds $1M in total assets with 96 participants. It is sponsored by Combined Building &housing Consultants, Inc..
What type of plan is Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan?
Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan is a 401(k) plan. It has been effective since 2015-04-01. The plan is filed with the U.S. Department of Labor under EIN 666630771.
Who sponsors the Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan?
Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan is sponsored by Combined Building &housing Consultants, Inc., located in Puerto Rico. The sponsor's EIN is 666630771 and the plan operates in the Finance & Insurance industry.
How did Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan perform in 2024?
Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan grew by 16.6% during 2024, moving from $1M to $1M in total assets. Net income was $206K.
Where can I find official filings for Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan?
Official Form 5500 filings for Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 666630771 or plan name at efast.dol.gov.
How does Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan compare to other plans?
You can compare Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan against other 401(k) plans on the plan type page, or view plans in Puerto Rico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 666630771.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.