Kimberly - Clark Puerto Rico, Inc. Retirement Plan — Form 5500 plan (Kimberly - Clark Puerto Rico, Inc.)
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, Kimberly - Clark Puerto Rico, Inc. Retirement Plan is a benefit plan reported by Kimberly - Clark Puerto Rico, Inc. under EIN 66-0258078 and plan number 030. The latest loaded filing year is 2023. The filing reports 212 participants and $7,588,090 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.6MPlan net assets, end of year$7,588,090
Participants212Covered participants reported
Assets / participant$35.8KComputed: assets ÷ participants$35,793 (computed)
Provider compensation$70.5K2 Schedule C provider row(s)$70,509
- Plan sponsor
- Kimberly - Clark Puerto Rico, Inc.
- EIN
- 66-0258078
- Plan number
- 030
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20250130171548NAL0001664592001 |
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)$7.6M total assets
Net assets$7.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,588,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,588,090
- Net assets (BOY)
- $7,012,328
Income & contributions
- Employer contributions
- $273,297
- Total contributions
- $273,297
- Total income / additions
- $1,028,597
Expenses & distributions
- Benefits paid
- $382,326
- Administrative expenses
- $70,509
- Total expenses
- $452,835
- Net increase / (decrease)
- $575,762
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.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARIAL | $69,157 | not reported in the loaded dataset | 2023 |
| Banco Popular De Puerto Rico | TRUSTEE | $1,352 | $0 | 2023 |