2023 Form 5500 filing — Kimberly Clark Puerto Rico Defined Contribution 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 20250129155359NAL0009345043001) for Kimberly Clark Puerto Rico Defined Contribution Plan, reported by Kimberly Clark Commercial, Inc. under EIN 66-0258078 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129155359NAL0009345043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kimberly Clark Commercial, Inc.
- EIN
- 66-0258078
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,172,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,172,938
- Employer contributions
- $275,042
- Participant contributions
- $412,480
- Total income / additions
- $2,821,117
- Benefits paid
- $405,640
- Administrative expenses
- $46,887
- Total expenses
- $452,527
- Net increase / (decrease)
- $2,368,590
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bppr - Popular Fiduciary Services | TRUSTEE | $23,984 | $0 |
| Fid Inv Inst Ops Co | RECORDKEEPER | $22,894 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | INV. ADVISORY | $9 | not reported in the loaded dataset |