Puerto Rico Supplies Group Retirement And Savings Plan — Form 5500 plan (Puerto Rico Supplies Group, 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, Puerto Rico Supplies Group Retirement And Savings Plan is a benefit plan reported by Puerto Rico Supplies Group, Inc. under EIN 66-0672673 and plan number 001. The latest loaded filing year is 2023. The filing reports 898 participants and $41,395,928 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$41.4MPlan net assets, end of year$41,395,928
Participants898Covered participants reported
Assets / participant$46.1KComputed: assets ÷ participants$46,098 (computed)
Provider compensation$156.5K1 Schedule C provider row(s)$156,456
Plan sponsor
Puerto Rico Supplies Group, Inc.
EIN
66-0672673
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023898H, C20241008151808NAL0029060144001
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)$41.4M total assets
Net assets$41.4MLiabilities$0
Money in vs. money out
Total income / additions$8.7M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$959.2K
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$41,395,928
Total liabilities (EOY)
$0
Net assets (EOY)
$41,395,928
Net assets (BOY)
$33,977,366

Income & contributions

Employer contributions
$959,158
Participant contributions
$1,975,854
Total contributions
$2,954,104
Total income / additions
$8,711,839

Expenses & distributions

Benefits paid
$1,175,231
Administrative expenses
$118,046
Total expenses
$1,293,277
Net increase / (decrease)
$7,418,562

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bppr - Popular Fiduciary ServicesTRUSTEE/RECORDKEEPER$113,804$42,6522023

Related Form 5500 pages