Plan5500

Group M Puerto Rico, Inc. Retirement Savings Plan — Form 5500 plan (Group M 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, Group M Puerto Rico, Inc. Retirement Savings Plan is a benefit plan reported by Group M Puerto Rico, Inc. under EIN 66-0692003 and plan number 001. The latest loaded filing year is 2023. The filing reports 71 participants and $3,261,880 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3MPlan net assets, end of year$3,261,880
Participants71Covered participants reported
Assets / participant$45.9KComputed: assets ÷ participants$45,942 (computed)
Provider compensationNone reported
Plan sponsor
Group M Puerto Rico, Inc.
EIN
66-0692003
Plan number
001
Plan type
2
Location
Santurce, PR
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    71 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities—
Money in vs. money out
Total income / additions$641.5K
Total expenses$82.9K
Benefits paid / distributions$49.6K
Contributions
Employer$118.8K
Participant$121.1K
Full reported line items

Net assets

Total assets (EOY)
$3,261,880
Net assets (EOY)
$3,261,880
Net assets (BOY)
$2,703,267

Income & contributions

Employer contributions
$118,817
Participant contributions
$121,071
Total income / additions
$641,503

Expenses & distributions

Benefits paid
$49,648
Total expenses
$82,890
Net increase / (decrease)
$558,613
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 50%Participant 50%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages