2023 Form 5500 filing — Kimberly Clark Puerto Rico Defined Contribution 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 20250129155359NAL0009345043001) for Kimberly Clark Puerto Rico Defined Contribution Plan, reported by Kimberly Clark Commercial, Inc. under EIN 66-0258078 and plan number 001. It reports 168 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)$13.2MReported net assets$13,172,938
Participants168
Provider compensation$46.9K3 Schedule C row(s)$46,887
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250129155359NAL0009345043001
- Plan sponsor
- Kimberly Clark Commercial, Inc.
- EIN
- 66-0258078
- 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)$13.2M total assets
Net assets$13.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,172,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,172,938
- Employer contributions
- $275,042
- Participant contributions
- $412,480
- Total income / additions
- $2,821,117
- Benefits paid
- $405,640
- Administrative expenses
- $46,887
- Total expenses
- $452,527
- Net increase / (decrease)
- $2,368,590
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bppr - Popular Fiduciary Services | TRUSTEE | $23,984 | $0 |
| Fid Inv Inst Ops Co | RECORDKEEPER | $22,894 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | INV. ADVISORY | $9 | not reported in the loaded dataset |