Ccl Label De Puerto Rico, Inc. Retirement & Savings Plan — Form 5500 plan (Ccl Puerto Rico, Inc.)
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, Ccl Label De Puerto Rico, Inc. Retirement & Savings Plan is a benefit plan reported by Ccl Puerto Rico, Inc. under EIN 39-1813266 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $5,420,096 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ccl Puerto Rico, Inc.
- EIN
- 39-1813266
- Plan number
- 001
- Plan type
- 2
- Location
- Sabana Grande, PR
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $5,420,096
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241230083404NAL0008608691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,420,096
- Total liabilities (EOY)
- $11,370
- Net assets (EOY)
- $5,408,726
- Net assets (BOY)
- $4,281,352
Income & contributions
- Employer contributions
- $319,297
- Participant contributions
- $368,947
- Total contributions
- $698,026
- Total income / additions
- $1,308,367
Expenses & distributions
- Benefits paid
- $118,104
- Administrative expenses
- $62,889
- Total expenses
- $180,993
- Net increase / (decrease)
- $1,127,374
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $31,433 | $0 | 2023 |
| Independent Financial Group LLC | INVESTMENT ADVISOR | $19,151 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MNGT | $13,085 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ccl Puerto Rico, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Sabana Grande, PR
- Empower Annuity Insurance Company — Schedule C compensation
- Independent Financial Group LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation