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, Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. is a benefit plan reported by Holsum De Puerto Rico, Inc. under EIN 66-0563016 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,497 participants and $20,018,317 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,018,317
- Total liabilities (EOY)
- $16,675
- Net assets (EOY)
- $20,001,642
- Net assets (BOY)
- $17,264,467
Income & contributions
- Employer contributions
- $239,565
- Participant contributions
- $1,015,206
- Total contributions
- $1,254,771
- Total income / additions
- $4,185,205
Expenses & distributions
- Benefits paid
- $1,439,387
- Administrative expenses
- $8,643
- Total expenses
- $1,448,030
- Net increase / (decrease)
- $2,737,175