The Hershey Company Puerto Rico 401k Plan — Form 5500 plan (The Hershey Company)
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, The Hershey Company Puerto Rico 401k Plan is a benefit plan reported by The Hershey Company under EIN 23-0691590 and plan number 011. The latest loaded filing year is 2023. The filing reports 70 participants and $5,055,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hershey Company
- EIN
- 23-0691590
- Plan number
- 011
- Plan type
- 2
- Location
- Hershey, PA
- Latest filing year
- 2023
- Participants
- 70
- End-of-year plan assets
- $5,055,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 70 | H, C | 20241011073812NAL0010703187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,055,117
- Total liabilities (EOY)
- $12,847
- Net assets (EOY)
- $5,042,270
- Net assets (BOY)
- $4,458,741
Income & contributions
- Employer contributions
- $181,615
- Participant contributions
- $180,321
- Total contributions
- $392,753
- Total income / additions
- $1,017,490
Expenses & distributions
- Benefits paid
- $400,359
- Administrative expenses
- $33,602
- Total expenses
- $433,961
- Net increase / (decrease)
- $583,529
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | NONE | $20,163 | $0 | 2023 |
| Banco Popular | NONE | $12,583 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Services, | NONE | $294 | not reported in the loaded dataset | 2023 |