Dufry Puerto Rico Retirement Plan — Form 5500 plan (Alliance Duty Free, LLC)
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, Dufry Puerto Rico Retirement Plan is a benefit plan reported by Alliance Duty Free, LLC under EIN 66-0580192 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $3,352,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Duty Free, LLC
- EIN
- 66-0580192
- Plan number
- 001
- Plan type
- 2
- Location
- Carolina, PR
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $3,352,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H | 20241011095156NAL0021624817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,352,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,352,078
- Net assets (BOY)
- $2,842,870
Income & contributions
- Employer contributions
- $57,286
- Participant contributions
- $169,978
- Total contributions
- $227,264
- Total income / additions
- $572,501
Expenses & distributions
- Benefits paid
- $53,948
- Administrative expenses
- $1,020
- Total expenses
- $63,293
- Net increase / (decrease)
- $509,208
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.