2023 Form 5500 filing — Puerto Rico Wire Products, Inc. 1165(E) 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 20260415135015NAL0019902497001) for Puerto Rico Wire Products, Inc. 1165(E) Plan, reported by Puerto Rico Wire Products, Inc. under EIN 66-0213750 and plan number 002. It reports 335 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20260415135015NAL0019902497001
Filing year
2023
Form type
2
Plan sponsor
Puerto Rico Wire Products, Inc.
EIN
66-0213750
Plan number
002
Location
San Juan, PR
Participants
335
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,280,423
Total liabilities (EOY)
$0
Net assets (EOY)
$3,280,423
Employer contributions
$84,775
Participant contributions
$324,844
Total income / additions
$1,609,578
Benefits paid
$109,327
Administrative expenses
$29,795
Total expenses
$139,122
Net increase / (decrease)
$1,470,456
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CoRECORDKEEPER$39,620$0
Lincoln Financial SecuritiesBROKER/ADVISER$0$11,903
A & A Employee Benefits ConsultingCONTRACT ADMIN$0$2,199
Envestnet Retirement Solutions LLCINVESTMENT ADVISOR$937$0
Empoweradvisory Group LLCIVESTMENT MNGT$863$0
Oriental Bank & TrustCONTRACT ADMIN-$263$397

Related Form 5500 pages