Western Auto Of Puerto Rico, Inc. Retirement Savings Plan — Form 5500 plan (Western Auto Of Puerto Rico, Inc. C/O Advance Stor)

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, Western Auto Of Puerto Rico, Inc. Retirement Savings Plan is a benefit plan reported by Western Auto Of Puerto Rico, Inc. C/O Advance Stor under EIN 43-1544437 and plan number 003. The latest loaded filing year is 2023. The filing reports 767 participants and $8,341,122 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Western Auto Of Puerto Rico, Inc. C/O Advance Stor
EIN
43-1544437
Plan number
003
Plan type
2
Location
Roanoke, VA
Latest filing year
2023
Participants
767
End-of-year plan assets
$8,341,122

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023767H, C20240916152954NAL0003946242001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,341,122
Total liabilities (EOY)
$0
Net assets (EOY)
$8,341,122
Net assets (BOY)
$6,258,012

Income & contributions

Employer contributions
$539,961
Participant contributions
$693,799
Total contributions
$1,233,760
Total income / additions
$2,298,654

Expenses & distributions

Benefits paid
$205,235
Administrative expenses
$5,510
Total expenses
$215,544
Net increase / (decrease)
$2,083,110

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Banco Popular De Puerto RicoACCOUNTANT$13,097not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$4,891$02023

Related Form 5500 pages