2023 Form 5500 filing — The Retirement Plan Of Pricesmart, 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 20241015184251NAL0017062003002) for The Retirement Plan Of Pricesmart, Inc., reported by Pricesmart, Inc. under EIN 33-0628530 and plan number 002. It reports 965 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)$86.2MReported net assets$86,162,763

Participants965

Provider compensation$40.2K1 Schedule C row(s)$40,169

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015184251NAL0017062003002
Plan sponsor: Pricesmart, Inc.
EIN: 33-0628530
Plan number: 002
Location: San Diego, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$86.2M total assets

Net assets$86.2MLiabilities—

Money in vs. money out

Total income / additions$21.6M

Total expenses$4.5M

Benefits paid / distributions$4.5M

Contributions

Employer$3.3M

Participant$4.4M

Full reported line items

Total assets (EOY): $86,162,763
Net assets (EOY): $86,162,763
Employer contributions: $3,272,064
Participant contributions: $4,444,294
Total income / additions: $21,590,098
Benefits paid: $4,457,004
Administrative expenses: $40,169
Total expenses: $4,497,173
Net increase / (decrease): $17,092,925

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
T.Rowe Price Rps, Inc.$40.2K
Direct $40.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015184251NAL0017062003002 cover?: It is the 2023 Form 5500 filing for The Retirement Plan Of Pricesmart, Inc., reported by Pricesmart, Inc. (EIN 33-0628530).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).