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, Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan is a benefit plan reported by Hewlett Packard Enterprise Iv LLC under EIN 66-1046467 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,222 participants and $195,772,357 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $195,772,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $195,772,357
- Net assets (BOY)
- $157,996,201
Income & contributions
- Employer contributions
- $2,012,437
- Participant contributions
- $4,641,106
- Total contributions
- $8,011,543
- Total income / additions
- $44,163,945
Expenses & distributions
- Benefits paid
- $6,357,370
- Administrative expenses
- $9,443
- Total expenses
- $6,387,789
- Net increase / (decrease)
- $37,776,156