2023 Form 5500 filing — Mister Price Inc Helapan 1165 Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240322144930NAL0005940097001) for Mister Price Inc Helapan 1165 Retirement Plan, reported by Mister Price Inc under EIN 66-0238025 and plan number 002. It reports 37 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$728.7KReported net assets$728,708
Participants37
Provider compensation$6.7K3 Schedule C row(s)$6,722
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240322144930NAL0005940097001
Plan sponsor
Mister Price Inc
EIN
66-0238025
Plan number
002
Location
San Juan, PR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$728.7K total assets
Net assets$728.7KLiabilities
Money in vs. money out
Total income / additions$186.3K
Total expenses$29.4K
Benefits paid / distributions$23.1K
Contributions
Employer$4.1K
Participant$34.7K
Full reported line items
Total assets (EOY)
$728,708
Net assets (EOY)
$728,708
Employer contributions
$4,092
Participant contributions
$34,659
Total income / additions
$186,298
Benefits paid
$23,057
Administrative expenses
$6,362
Total expenses
$29,419
Net increase / (decrease)
$156,879
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $3.4K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $3.2K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $81 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240322144930NAL0005940097001 cover?
It is the 2023 Form 5500 filing for Mister Price Inc Helapan 1165 Retirement Plan, reported by Mister Price Inc (EIN 66-0238025).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages