2023 Form 5500 filing — Puerto Rico Supplies Group Retirement And 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 20241008151808NAL0029060144001) for Puerto Rico Supplies Group Retirement And Savings Plan, reported by Puerto Rico Supplies Group, Inc. under EIN 66-0672673 and plan number 001. It reports 898 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$41.4MReported net assets$41,395,928
Participants898
Provider compensation$156.5K1 Schedule C row(s)$156,456
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008151808NAL0029060144001
Plan sponsor
Puerto Rico Supplies Group, Inc.
EIN
66-0672673
Plan number
001
Location
San Juan, PR
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$41.4M total assets
Net assets$41.4MLiabilities$0
Money in vs. money out
Total income / additions$8.7M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$959.2K
Participant$2M
Full reported line items
Total assets (EOY)
$41,395,928
Total liabilities (EOY)
$0
Net assets (EOY)
$41,395,928
Employer contributions
$959,158
Participant contributions
$1,975,854
Total income / additions
$8,711,839
Benefits paid
$1,175,231
Administrative expenses
$118,046
Total expenses
$1,293,277
Net increase / (decrease)
$7,418,562

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bppr - Popular Fiduciary ServicesTRUSTEE/RECORDKEEPER$113,804$42,652

Related Form 5500 pages