Nestle Professional Employees Retirement Plan — Form 5500 plan (Swirl Corp.)
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, Nestle Professional Employees Retirement Plan is a benefit plan reported by Swirl Corp. under EIN 66-0720233 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $7,395,142 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swirl Corp.
- EIN
- 66-0720233
- Plan number
- 001
- Plan type
- 2
- Location
- Guaynabo, PR
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $7,395,142
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241011105024NAL0044032802001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,395,142
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,395,142
- Net assets (BOY)
- $7,013,575
Income & contributions
- Employer contributions
- $18,875
- Participant contributions
- $40,891
- Total contributions
- $59,766
- Total income / additions
- $1,067,764
Expenses & distributions
- Benefits paid
- $646,680
- Administrative expenses
- $36,555
- Total expenses
- $686,197
- Net increase / (decrease)
- $381,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Admin Services, Inc. | N/A | $15,444 | $0 | 2023 |
| Bpas Trust Company Of Puerto Rico | N/A | $10,557 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | N/A | $10,554 | not reported in the loaded dataset | 2023 |