2023 Form 5500 filing — Retirement Plan Of Henkel Puerto Rico, Inc.
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 20241014204307NAL0013831667001) for Retirement Plan Of Henkel Puerto Rico, Inc., reported by Henkel Puerto Rico, Inc. under EIN 66-0266147 and plan number 001. It reports 278 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)$18.2MReported net assets$18,174,946
Participants278
Provider compensation$6.7K1 Schedule C row(s)$6,744
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014204307NAL0013831667001
- Plan sponsor
- Henkel Puerto Rico, Inc.
- EIN
- 66-0266147
- Plan number
- 001
- Location
- Sabana Grande, 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)$18.2M total assets
Net assets$18.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,174,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,174,946
- Employer contributions
- $679,759
- Total income / additions
- $2,757,925
- Benefits paid
- $827,310
- Administrative expenses
- $6,744
- Total expenses
- $834,054
- Net increase / (decrease)
- $1,923,871
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invest Instit'L Oper Co | RECORDKEEPER | $6,744 | $0 |