2023 Form 5500 filing — Western Auto Of Puerto Rico, Inc. Retirement Savings 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 20240916152954NAL0003946242001) for Western Auto Of Puerto Rico, Inc. Retirement Savings Plan, reported by Western Auto Of Puerto Rico, Inc. C/O Advance Stor under EIN 43-1544437 and plan number 003. It reports 767 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916152954NAL0003946242001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Auto Of Puerto Rico, Inc. C/O Advance Stor
- EIN
- 43-1544437
- Plan number
- 003
- Location
- Roanoke, VA
- Participants
- 767
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,341,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,341,122
- Employer contributions
- $539,961
- Participant contributions
- $693,799
- Total income / additions
- $2,298,654
- Benefits paid
- $205,235
- Administrative expenses
- $5,510
- Total expenses
- $215,544
- Net increase / (decrease)
- $2,083,110
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Banco Popular De Puerto Rico | ACCOUNTANT | $13,097 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $4,891 | $0 |