Aes Puerto Rico, Lp Retirement Plan — Form 5500 plan (Aes Puerto Rico, Lp)

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, Aes Puerto Rico, Lp Retirement Plan is a benefit plan reported by Aes Puerto Rico, Lp under EIN 66-0547978 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $17,465,301 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aes Puerto Rico, Lp
EIN
66-0547978
Plan number
001
Plan type
2
Location
Guayama, PR
Latest filing year
2023
Participants
144
End-of-year plan assets
$17,465,301

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20240909143717NAL0009356610001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,465,301
Total liabilities (EOY)
$0
Net assets (EOY)
$17,465,301
Net assets (BOY)
$17,212,176

Income & contributions

Employer contributions
$689,034
Participant contributions
$1,185,417
Total contributions
$1,874,451
Total income / additions
$1,219,563

Expenses & distributions

Benefits paid
$924,866
Administrative expenses
$21,441
Total expenses
$966,438
Net increase / (decrease)
$253,125

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$21,441$02023

Related Form 5500 pages