Kpmg Puerto Rico Capital Accumulation Plan — Form 5500 plan (Kpmg Llp)
Plain-English plan 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, Kpmg Puerto Rico Capital Accumulation Plan is a benefit plan reported by Kpmg Llp under EIN 13-5565207 and plan number 021. The latest loaded filing year is 2023. The filing reports 227 participants and $20,125,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kpmg Llp
- EIN
- 13-5565207
- Plan number
- 021
- Plan type
- 2
- Location
- Montvale, NJ
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $20,125,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241013205504NAL0026230129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,125,469
- Total liabilities (EOY)
- $378
- Net assets (EOY)
- $20,125,091
- Net assets (BOY)
- $16,374,161
Income & contributions
- Employer contributions
- $576,079
- Participant contributions
- $663,515
- Total contributions
- $1,291,143
- Total income / additions
- $4,284,888
Expenses & distributions
- Benefits paid
- $531,794
- Administrative expenses
- $2,164
- Total expenses
- $533,958
- Net increase / (decrease)
- $3,750,930
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | RECORDKEEPING | $2,218 | $11,100 | 2023 |