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
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 278 | H, C | 20241014204307NAL0013831667001 |
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
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)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Invest Instit'L Oper Co | RECORDKEEPER | $6,744 | $0 | 2023 |