The Aspen Surgical Puerto Rico Corp. 1165(E) Savings Plan — Form 5500 plan (Aspen Surgical Puerto Rico Corp.)
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, The Aspen Surgical Puerto Rico Corp. 1165(E) Savings Plan is a benefit plan reported by Aspen Surgical Puerto Rico Corp. under EIN 66-0748640 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $3,675,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aspen Surgical Puerto Rico Corp.
- EIN
- 66-0748640
- Plan number
- 001
- Plan type
- 2
- Location
- Las Piedras, PR
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $3,675,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20241015090341NAL0029083025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,675,239
- Total liabilities (EOY)
- $7,744
- Net assets (EOY)
- $3,667,495
- Net assets (BOY)
- $3,040,692
Income & contributions
- Employer contributions
- $167,491
- Participant contributions
- $425,079
- Total contributions
- $592,570
- Total income / additions
- $1,124,029
Expenses & distributions
- Benefits paid
- $492,417
- Administrative expenses
- $4,809
- Total expenses
- $497,226
- Net increase / (decrease)
- $626,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bppr - Popular Fiduciary Services | TRUSTEE / RK FEES | $6,696 | $351 | 2023 |