2023 Form 5500 filing — Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation 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 20241008143334NAL0008464579001) for Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, reported by Hewlett Packard Enterprise Iv LLC under EIN 66-1046467 and plan number 002. It reports 1,222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008143334NAL0008464579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hewlett Packard Enterprise Iv LLC
- EIN
- 66-1046467
- Plan number
- 002
- Location
- Aguadilla, PR
- Participants
- 1,222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $195,772,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $195,772,357
- Employer contributions
- $2,012,437
- Participant contributions
- $4,641,106
- Total income / additions
- $44,163,945
- Benefits paid
- $6,357,370
- Administrative expenses
- $9,443
- Total expenses
- $6,387,789
- Net increase / (decrease)
- $37,776,156
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $9,143 | $0 |
| Fidelity Investments Institutional | CONSULTANT | $300 | $0 |