Henkel Puerto Rico, Inc. Savings Plan — Form 5500 plan (Henkel 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, Henkel Puerto Rico, Inc. Savings Plan is a benefit plan reported by Henkel Puerto Rico, Inc. under EIN 66-0266147 and plan number 002. The latest loaded filing year is 2023. The filing reports 273 participants and $15,189,264 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Henkel Puerto Rico, Inc.
EIN
66-0266147
Plan number
002
Plan type
2
Location
Sabana Grande, PR
Latest filing year
2023
Participants
273
End-of-year plan assets
$15,189,264

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023273H, C20241014204343NAL0028256257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,189,264
Total liabilities (EOY)
$0
Net assets (EOY)
$15,189,264
Net assets (BOY)
$13,747,970

Income & contributions

Employer contributions
$337,531
Participant contributions
$588,327
Total contributions
$932,735
Total income / additions
$2,522,672

Expenses & distributions

Benefits paid
$1,064,865
Administrative expenses
$16,513
Total expenses
$1,081,378
Net increase / (decrease)
$1,441,294

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Invest Instit'L Oper CoRECORDKEEPER$16,513$02023

Related Form 5500 pages