How many benefit plans does Holsum De Puerto Rico, Inc. report on Form 5500?

Holsum De Puerto Rico, Inc. (EIN 66-0563016) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Holsum De Puerto Rico, Inc.?

The Employer Identification Number (EIN) reported for Holsum De Puerto Rico, Inc. is 66-0563016.

What is the latest Form 5500 filing year for Holsum De Puerto Rico, Inc.?

The latest loaded Form 5500 filing year for Holsum De Puerto Rico, Inc. is 2023.

Holsum De Puerto Rico, Inc. — 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, Holsum De Puerto Rico, Inc. (EIN 66-0563016) is a plan sponsor located in Toa Baja, 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: 66-0563016
Location: Toa Baja, PR
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $29,518,028
Total reported liabilities (EOY): $16,675
Total reported net assets (EOY): $29,501,353

Contributions & income

Employer contributions: $524,405
Participant contributions: $1,015,206
Total income / additions: $6,295,489

Expenses & distributions

Benefits paid / distributions: $2,456,765
Total expenses: $2,554,785
Net increase / (decrease): $3,740,704

Coverage

Total reported participants: 2,685
Plans with financial statements: 2
Plans with provider compensation: 2

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.

Largest loaded plans by reported assets

Holsum De Puerto Rico, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.	001	1,497	$20,018,317	2023
Holsum De Puerto Rico, Inc. Employees' Retirement Plan	002	426	$9,499,711	2023
Holsum Bakers Employees' Welfare Benefit Plan	501	762	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Holsum De Puerto Rico, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.	1,497	H, C	20241004150833NAL0005786499001
2023	Holsum De Puerto Rico, Inc. Employees' Retirement Plan	426	H, C	20241010095245NAL0033748000001
2023	Holsum Bakers Employees' Welfare Benefit Plan	762	—	20250203153512NAL0006866161001