Plan5500

Bbdo Puerto Rico, Inc Pension Plan — Form 5500 plan (Bbdo 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, Bbdo Puerto Rico, Inc Pension Plan is a benefit plan reported by Bbdo Puerto Rico, Inc. under EIN 66-0381936 and plan number 001. The latest loaded filing year is 2023. The filing reports 41 participants and $1,146,815 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bbdo Puerto Rico, Inc.
EIN
66-0381936
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
41
End-of-year plan assets
$1,146,815

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202341I, C20241004134358NAL0005740547001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,146,815
Net assets (EOY)
$1,146,815
Net assets (BOY)
$932,848

Income & contributions

Employer contributions
$29,023
Participant contributions
$58,046
Total income / additions
$234,792

Expenses & distributions

Benefits paid
$14,579
Administrative expenses
$6,246
Total expenses
$20,825
Net increase / (decrease)
$213,967

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower A.I.C.ARECORDKEEPER$5,634$02023
Lincoln Financial SecuritiesBROKER/ADVISER$0$3,7382023
Retirement Strategies IncCONTRACT ADMIN$0$1,0102023
Empower Advisory Group,LLCINVESTMENT MANAGEMENT$613not reported in the loaded dataset2023

Related Form 5500 pages