2023 Form 5500 filing — Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.
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 20241004150833NAL0005786499001) for Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc., reported by Holsum De Puerto Rico, Inc. under EIN 66-0563016 and plan number 001. It reports 1,497 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004150833NAL0005786499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holsum De Puerto Rico, Inc.
- EIN
- 66-0563016
- Plan number
- 001
- Location
- Toa Baja, PR
- Participants
- 1,497
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,018,317
- Total liabilities (EOY)
- $16,675
- Net assets (EOY)
- $20,001,642
- Employer contributions
- $239,565
- Participant contributions
- $1,015,206
- Total income / additions
- $4,185,205
- Benefits paid
- $1,439,387
- Administrative expenses
- $8,643
- Total expenses
- $1,448,030
- Net increase / (decrease)
- $2,737,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bppr - Popular Fiduciary Services | TRUSTEE & RK | $8,645 | $40,951 |