Puerto Rico Wire Products, Inc. 1165(E) Plan — Form 5500 plan (Puerto Rico Wire Products, 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, Puerto Rico Wire Products, Inc. 1165(E) Plan is a benefit plan reported by Puerto Rico Wire Products, Inc. under EIN 66-0213750 and plan number 002. The latest loaded filing year is 2023. The filing reports 335 participants and $3,280,423 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Puerto Rico Wire Products, Inc.
- EIN
- 66-0213750
- Plan number
- 002
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 335
- End-of-year plan assets
- $3,280,423
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 335 | H, C | 20260415135015NAL0019902497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,280,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,280,423
- Net assets (BOY)
- $1,809,967
Income & contributions
- Employer contributions
- $84,775
- Participant contributions
- $324,844
- Total contributions
- $1,243,371
- Total income / additions
- $1,609,578
Expenses & distributions
- Benefits paid
- $109,327
- Administrative expenses
- $29,795
- Total expenses
- $139,122
- Net increase / (decrease)
- $1,470,456
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $39,620 | $0 | 2023 |
| Lincoln Financial Securities | BROKER/ADVISER | $0 | $11,903 | 2023 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $2,199 | 2023 |
| Envestnet Retirement Solutions LLC | INVESTMENT ADVISOR | $937 | $0 | 2023 |
| Empoweradvisory Group LLC | IVESTMENT MNGT | $863 | $0 | 2023 |
| Oriental Bank & Trust | CONTRACT ADMIN | -$263 | $397 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Puerto Rico Wire Products, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Empower Annuity Insurance Co — Schedule C compensation
- Lincoln Financial Securities — Schedule C compensation
- A & A Employee Benefits Consulting — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation
- Empoweradvisory Group LLC — Schedule C compensation
- Oriental Bank & Trust — Schedule C compensation