Hp Inc. Puerto Rico Tax Savings Capital Accumulation Plan — Form 5500 plan (Hp International Trading B.V. (Puerto Rico Branch), LLC)

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, Hp Inc. Puerto Rico Tax Savings Capital Accumulation Plan is a benefit plan reported by Hp International Trading B.V. (Puerto Rico Branch), LLC under EIN 66-0835384 and plan number 002. The latest loaded filing year is 2023. The filing reports 225 participants and $51,095,834 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hp International Trading B.V. (Puerto Rico Branch), LLC
EIN
66-0835384
Plan number
002
Plan type
2
Location
Spring, TX
Latest filing year
2023
Participants
225
End-of-year plan assets
$51,095,834

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20241010140758NAL0010095331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,095,834
Total liabilities (EOY)
$0
Net assets (EOY)
$51,095,834
Net assets (BOY)
$45,515,900

Income & contributions

Employer contributions
$41,318
Participant contributions
$105,277
Total contributions
$146,595
Total income / additions
$9,366,157

Expenses & distributions

Benefits paid
$3,785,793
Administrative expenses
$430
Total expenses
$3,786,223
Net increase / (decrease)
$5,579,934

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$430$02023

Related Form 5500 pages