Retirement Plan Of Henkel Puerto Rico, Inc. — Form 5500 plan (Henkel 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, Retirement Plan Of Henkel Puerto Rico, Inc. is a benefit plan reported by Henkel Puerto Rico, Inc. under EIN 66-0266147 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $18,174,946 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.2MPlan net assets, end of year$18,174,946
Participants278Covered participants reported
Assets / participant$65.4KComputed: assets ÷ participants$65,378 (computed)
Provider compensation$6.7K1 Schedule C provider row(s)$6,744
Plan sponsor
Henkel Puerto Rico, Inc.
EIN
66-0266147
Plan number
001
Plan type
2
Location
Sabana Grande, PR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023278H, C20241014204307NAL0013831667001
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)$18.2M total assets
Net assets$18.2MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$834.1K
Benefits paid / distributions$827.3K
Contributions
Employer$679.8K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$18,174,946
Total liabilities (EOY)
$0
Net assets (EOY)
$18,174,946
Net assets (BOY)
$16,251,075

Income & contributions

Employer contributions
$679,759
Total contributions
$679,759
Total income / additions
$2,757,925

Expenses & distributions

Benefits paid
$827,310
Administrative expenses
$6,744
Total expenses
$834,054
Net increase / (decrease)
$1,923,871

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Invest Instit'L Oper CoRECORDKEEPER$6,744$02023

Related Form 5500 pages