2023 Form 5500 filing — Kpmg Puerto Rico 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 20241013205504NAL0026230129001) for Kpmg Puerto Rico Capital Accumulation Plan, reported by Kpmg Llp under EIN 13-5565207 and plan number 021. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013205504NAL0026230129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kpmg Llp
- EIN
- 13-5565207
- Plan number
- 021
- Location
- Montvale, NJ
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,125,469
- Total liabilities (EOY)
- $378
- Net assets (EOY)
- $20,125,091
- Employer contributions
- $576,079
- Participant contributions
- $663,515
- Total income / additions
- $4,284,888
- Benefits paid
- $531,794
- Administrative expenses
- $2,164
- Total expenses
- $533,958
- Net increase / (decrease)
- $3,750,930
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | RECORDKEEPING | $2,218 | $11,100 |