Kpmg Puerto Rico Capital Accumulation Plan — Form 5500 plan (Kpmg Llp)
Plain-English plan 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, Kpmg Puerto Rico Capital Accumulation Plan is a benefit plan reported by Kpmg Llp under EIN 13-5565207 and plan number 021. The latest loaded filing year is 2023. The filing reports 227 participants and $20,125,469 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.1MPlan net assets, end of year$20,125,091
Participants227Covered participants reported
Assets / participant$88.7KComputed: assets ÷ participants$88,658 (computed)
Provider compensation$13.3K1 Schedule C provider row(s)$13,318
- Plan sponsor
- Kpmg Llp
- EIN
- 13-5565207
- Plan number
- 021
- Plan type
- 2
- Location
- Montvale, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241013205504NAL0026230129001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$20.1M total assets
Net assets$20.1MLiabilities$378
Full reported line items
Net assets
- Total assets (EOY)
- $20,125,469
- Total liabilities (EOY)
- $378
- Net assets (EOY)
- $20,125,091
- Net assets (BOY)
- $16,374,161
Income & contributions
- Employer contributions
- $576,079
- Participant contributions
- $663,515
- Total contributions
- $1,291,143
- Total income / additions
- $4,284,888
Expenses & distributions
- Benefits paid
- $531,794
- Administrative expenses
- $2,164
- Total expenses
- $533,958
- Net increase / (decrease)
- $3,750,930
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
46%54%
Employer 46%Participant 54%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | RECORDKEEPING | $2,218 | $11,100 | 2023 |