Kimberly Clark Puerto Rico Defined Contribution Plan — Form 5500 plan (Kimberly Clark Commercial, 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, Kimberly Clark Puerto Rico Defined Contribution Plan is a benefit plan reported by Kimberly Clark Commercial, Inc. under EIN 66-0258078 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $13,172,938 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kimberly Clark Commercial, Inc.
- EIN
- 66-0258078
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $13,172,938
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20250129155359NAL0009345043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,172,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,172,938
- Net assets (BOY)
- $10,804,348
Income & contributions
- Employer contributions
- $275,042
- Participant contributions
- $412,480
- Total contributions
- $977,274
- Total income / additions
- $2,821,117
Expenses & distributions
- Benefits paid
- $405,640
- Administrative expenses
- $46,887
- Total expenses
- $452,527
- Net increase / (decrease)
- $2,368,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bppr - Popular Fiduciary Services | TRUSTEE | $23,984 | $0 | 2023 |
| Fid Inv Inst Ops Co | RECORDKEEPER | $22,894 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | INV. ADVISORY | $9 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kimberly Clark Commercial, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Bppr - Popular Fiduciary Services — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation