2023 Form 5500 filing — Bbdo Puerto Rico, Inc Pension 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 20241004134358NAL0005740547001) for Bbdo Puerto Rico, Inc Pension Plan, reported by Bbdo Puerto Rico, Inc. under EIN 66-0381936 and plan number 001. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004134358NAL0005740547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bbdo Puerto Rico, Inc.
- EIN
- 66-0381936
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 41
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,146,815
- Net assets (EOY)
- $1,146,815
- Employer contributions
- $29,023
- Participant contributions
- $58,046
- Total income / additions
- $234,792
- Benefits paid
- $14,579
- Administrative expenses
- $6,246
- Total expenses
- $20,825
- Net increase / (decrease)
- $213,967
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower A.I.C.A | RECORDKEEPER | $5,634 | $0 |
| Lincoln Financial Securities | BROKER/ADVISER | $0 | $3,738 |
| Retirement Strategies Inc | CONTRACT ADMIN | $0 | $1,010 |
| Empower Advisory Group,LLC | INVESTMENT MANAGEMENT | $613 | not reported in the loaded dataset |