2023 Form 5500 filing — Puerto Rico Savings & Investment Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003091049NAL0004731539001) for Puerto Rico Savings & Investment Plan, reported by Reynolds American Inc. under EIN 20-0546644 and plan number 003. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7MReported net assets$6,952,002
Participants28
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003091049NAL0004731539001
Plan sponsor
Reynolds American Inc.
EIN
20-0546644
Plan number
003
Location
Winston-Salem, NC
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7M total assets
Net assets$7MLiabilities
Money in vs. money out
Total income / additions$885.5K
Total expenses$82.9K
Benefits paid / distributions$82.9K
Full reported line items
Total assets (EOY)
$6,952,002
Net assets (EOY)
$6,952,002
Total income / additions
$885,455
Benefits paid
$82,908
Total expenses
$82,908
Net increase / (decrease)
$802,547

Related Form 5500 pages