Plan5500

Rsm Puerto Rico — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Rsm Puerto Rico (EIN 66-0388756) is a plan sponsor located in San Juan, PR with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
66-0388756
Location
San Juan, PR
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Rsm Puerto Rico

  • 3 loaded plans hold $8.8M in reported assets.
  • The largest, Rsm Puerto Rico 1081. 01 Retirement Plan, holds 52% of this company's reported plan assets.
  • Plans cover 360 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.8MSummed across loaded plans$8,785,820
Total reported assets$8.8M$8,801,560
Total reported participants360
Total reported liabilities$15.7K$15,740

Reported net position

Reported assets = net assets + liabilities (summed)$8.8M total assets
Net assets$8.8MLiabilities$15.7K
Contributions & income
Employer contributions$325K
Participant contributions$243.5K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$469K
Total expenses$554.7K
Net increase / (decrease)$946.1K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets52%Rsm Puerto Rico 1081. 01 Retirement Plan
Participants per plan120Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Rsm Puerto Rico 1081. 01 Retirement Plan$4.6M
    Plan #001 · 197 participants · 2023
  2. 2
    Rsm Puerto Rico Profit Sharing Retirement Plan$4.2M
    Plan #014 · 10 participants · 2023
  3. 3
    Rsm Puerto Rico Health Plannot reported in the loaded dataset
    Plan #501 · 153 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Rsm Puerto Rico. Open one for its full reported snapshot.

  1. 2023
    Rsm Puerto Rico Health Plan153 participants · 2No schedules
    View filing →
  2. 2023
    Rsm Puerto Rico Profit Sharing Retirement Plan10 participants · 2Sch I
    View filing →
  3. 2023
    Rsm Puerto Rico 1081. 01 Retirement Plan197 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rsm Puerto Rico report on Form 5500?
Rsm Puerto Rico (EIN 66-0388756) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rsm Puerto Rico?
The Employer Identification Number (EIN) reported for Rsm Puerto Rico is 66-0388756.
What is the latest Form 5500 filing year for Rsm Puerto Rico?
The latest loaded Form 5500 filing year for Rsm Puerto Rico is 2023.

Related Form 5500 pages