Holsum De Puerto Rico, Inc. Employees' Retirement Plan — Form 5500 plan (Holsum De 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, Holsum De Puerto Rico, Inc. Employees' Retirement Plan is a benefit plan reported by Holsum De Puerto Rico, Inc. under EIN 66-0563016 and plan number 002. The latest loaded filing year is 2023. The filing reports 426 participants and $9,499,711 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holsum De Puerto Rico, Inc.
EIN
66-0563016
Plan number
002
Plan type
2
Location
Toa Baja, PR
Latest filing year
2023
Participants
426
End-of-year plan assets
$9,499,711

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023426H, C20241010095245NAL0033748000001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,499,711
Total liabilities (EOY)
$0
Net assets (EOY)
$9,499,711
Net assets (BOY)
$8,496,182

Income & contributions

Employer contributions
$284,840
Total contributions
$284,840
Total income / additions
$2,110,284

Expenses & distributions

Benefits paid
$1,017,378
Administrative expenses
$89,377
Total expenses
$1,106,755
Net increase / (decrease)
$1,003,529

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merril LynchNONE$89,377not reported in the loaded dataset2023

Related Form 5500 pages