2023 Form 5500 filing — Kpmg Puerto Rico Capital Accumulation 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 20241013205504NAL0026230129001) for Kpmg Puerto Rico Capital Accumulation Plan, reported by Kpmg Llp under EIN 13-5565207 and plan number 021. It reports 227 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)$20.1MReported net assets$20,125,091
Participants227
Provider compensation$13.3K1 Schedule C row(s)$13,318
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013205504NAL0026230129001
- Plan sponsor
- Kpmg Llp
- EIN
- 13-5565207
- Plan number
- 021
- Location
- Montvale, NJ
- 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)$20.1M total assets
Net assets$20.1MLiabilities$378
Full reported line items
- Total assets (EOY)
- $20,125,469
- Total liabilities (EOY)
- $378
- Net assets (EOY)
- $20,125,091
- Employer contributions
- $576,079
- Participant contributions
- $663,515
- Total income / additions
- $4,284,888
- Benefits paid
- $531,794
- Administrative expenses
- $2,164
- Total expenses
- $533,958
- Net increase / (decrease)
- $3,750,930
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | RECORDKEEPING | $2,218 | $11,100 |