2023 Form 5500 filing — Nestle Professional Employees Retirement 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 20241011105024NAL0044032802001) for Nestle Professional Employees Retirement Plan, reported by Swirl Corp. under EIN 66-0720233 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011105024NAL0044032802001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swirl Corp.
- EIN
- 66-0720233
- Plan number
- 001
- Location
- Guaynabo, PR
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,395,142
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,395,142
- Employer contributions
- $18,875
- Participant contributions
- $40,891
- Total income / additions
- $1,067,764
- Benefits paid
- $646,680
- Administrative expenses
- $36,555
- Total expenses
- $686,197
- Net increase / (decrease)
- $381,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services, Inc. | N/A | $15,444 | $0 |
| Bpas Trust Company Of Puerto Rico | N/A | $10,557 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | N/A | $10,554 | not reported in the loaded dataset |