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PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 401k Plan overview

Plan NamePLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC.
Plan identification number 001

PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HOLSUM DE PUERTO RICO, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOLSUM DE PUERTO RICO, INC.
Employer identification number (EIN):660563016
NAIC Classification:311800
NAIC Description: Bakeries and Tortilla Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012017-01-01RAUL BUSO RAUL BUSO2018-10-12
0012016-01-01RAUL BUSO
0012015-01-01RAUL BUSO
0012014-01-01RAUL BUSO
0012013-01-01RAUL BUSO
0012012-01-01RAUL BUSO
0012011-01-01RAUL BUSO
0012009-01-01RAUL BUSO

Plan Statistics for PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC.

401k plan membership statisitcs for PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC.

Measure Date Value
2022: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-011,036
Total number of active participants reported on line 7a of the Form 55002022-01-011,424
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-011,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,483
Number of participants with account balances2022-01-01658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-011,061
Total number of active participants reported on line 7a of the Form 55002021-01-01971
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-011,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,029
Number of participants with account balances2021-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01621
Total number of active participants reported on line 7a of the Form 55002020-01-011,016
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-011,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,055
Number of participants with account balances2020-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01798
Total number of active participants reported on line 7a of the Form 55002019-01-01978
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,013
Number of participants with account balances2019-01-01731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2017: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01919
Total number of active participants reported on line 7a of the Form 55002017-01-01921
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01957
Number of participants with account balances2017-01-01721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01856
Total number of active participants reported on line 7a of the Form 55002016-01-01858
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01892
Number of participants with account balances2016-01-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01839
Total number of active participants reported on line 7a of the Form 55002015-01-01818
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01846
Number of participants with account balances2015-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01830
Total number of active participants reported on line 7a of the Form 55002014-01-01804
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01834
Number of participants with account balances2014-01-01703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01885
Total number of active participants reported on line 7a of the Form 55002013-01-01795
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01830
Number of participants with account balances2013-01-01706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01764
Total number of active participants reported on line 7a of the Form 55002012-01-01804
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01825
Number of participants with account balances2012-01-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01799
Total number of active participants reported on line 7a of the Form 55002011-01-01778
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01798
Number of participants with account balances2011-01-01711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01816
Total number of active participants reported on line 7a of the Form 55002009-01-01795
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01818
Number of participants with account balances2009-01-01762

Financial Data on PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC.

Measure Date Value
2022 : PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,043,126
Total unrealized appreciation/depreciation of assets2022-12-31$-3,043,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,557
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,689
Total income from all sources (including contributions)2022-12-31$-1,619,280
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,081,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,047,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,200,569
Value of total assets at end of year2022-12-31$17,277,024
Value of total assets at beginning of year2022-12-31$19,968,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,287
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$223,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$223,277
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$968,415
Participant contributions at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$13,429
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$12,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,689
Administrative expenses (other) incurred2022-12-31$34,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,701,134
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,264,467
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,965,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,604,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,365,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,659,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,601,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,601,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$232,154
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,047,567
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2022-12-31300116076
2021 : PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,712,004
Total unrealized appreciation/depreciation of assets2021-12-31$2,712,004
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,982,159
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$903,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$901,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,136,898
Value of total assets at end of year2021-12-31$19,968,290
Value of total assets at beginning of year2021-12-31$16,887,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,600
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$133,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$133,257
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$907,689
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$616
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$2,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,078,179
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,965,601
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,887,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,365,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,474,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,601,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,412,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,412,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$229,209
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$901,380
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2021-12-31300116076
2020 : PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,605,517
Total unrealized appreciation/depreciation of assets2020-12-31$1,605,517
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,531
Total income from all sources (including contributions)2020-12-31$2,896,229
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$741,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$741,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,143,117
Value of total assets at end of year2020-12-31$16,887,422
Value of total assets at beginning of year2020-12-31$14,734,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$147,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$147,595
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$910,296
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$17,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$582
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,155,030
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,887,422
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,732,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,474,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,746,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,412,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,957,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,957,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$232,821
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$8,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$741,199
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2020-12-31300116076
2019 : PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,506,571
Total unrealized appreciation/depreciation of assets2019-12-31$2,506,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,410
Total income from all sources (including contributions)2019-12-31$3,944,187
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$478,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$478,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,185,727
Value of total assets at end of year2019-12-31$14,734,923
Value of total assets at beginning of year2019-12-31$11,288,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$92,952
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$158,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$158,937
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$925,037
Participant contributions at end of year2019-12-31$17,511
Participant contributions at beginning of year2019-12-31$18,593
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$22,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,466,173
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,732,392
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,266,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,746,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,716,351
Interest earned on other investments2019-12-31$92,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,957,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,539,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,539,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$260,690
Employer contributions (assets) at end of year2019-12-31$8,621
Employer contributions (assets) at beginning of year2019-12-31$8,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$478,014
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2019-12-31300116076
2018 : PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-630,496
Total unrealized appreciation/depreciation of assets2018-12-31$-630,496
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$22,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$25,037
Total income from all sources (including contributions)2018-12-31$644,794
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,112,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,112,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,112,841
Value of total assets at end of year2018-12-31$11,288,629
Value of total assets at beginning of year2018-12-31$17,758,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$162,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$162,449
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$832,099
Participant contributions at end of year2018-12-31$18,593
Participant contributions at beginning of year2018-12-31$15,734
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$51,079
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,058
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$22,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$25,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,467,481
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,266,219
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,733,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,716,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,527,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,539,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,203,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,203,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$229,663
Employer contributions (assets) at end of year2018-12-31$8,685
Employer contributions (assets) at beginning of year2018-12-31$7,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,112,275
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2018-12-31300116076
2017 : PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,039,161
Total unrealized appreciation/depreciation of assets2017-12-31$2,039,161
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$25,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$85
Total income from all sources (including contributions)2017-12-31$3,310,573
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$944,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$942,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,088,293
Value of total assets at end of year2017-12-31$17,758,737
Value of total assets at beginning of year2017-12-31$15,367,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,051
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$183,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$183,119
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$812,275
Participant contributions at end of year2017-12-31$15,734
Participant contributions at beginning of year2017-12-31$15,716
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,134
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$25,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$85
Administrative expenses (other) incurred2017-12-31$2,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,366,358
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,733,700
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,367,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,527,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,177,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,203,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,164,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,164,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$271,884
Employer contributions (assets) at end of year2017-12-31$7,828
Employer contributions (assets) at beginning of year2017-12-31$8,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$942,164
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2017-12-31300116076
2016 : PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$717,577
Total unrealized appreciation/depreciation of assets2016-12-31$717,577
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$85
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,009
Total income from all sources (including contributions)2016-12-31$2,064,819
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$660,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$639,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,058,542
Value of total assets at end of year2016-12-31$15,367,427
Value of total assets at beginning of year2016-12-31$13,974,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,626
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$288,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$288,700
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$822,548
Participant contributions at end of year2016-12-31$15,716
Participant contributions at beginning of year2016-12-31$15,184
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,692
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$85
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$12,009
Administrative expenses (other) incurred2016-12-31$20,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,404,701
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,367,342
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,962,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,177,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,867,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,164,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,081,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,081,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$235,994
Employer contributions (assets) at end of year2016-12-31$8,105
Employer contributions (assets) at beginning of year2016-12-31$7,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$639,492
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2016-12-31300116076
2015 : PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-370,327
Total unrealized appreciation/depreciation of assets2015-12-31$-370,327
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$412
Total income from all sources (including contributions)2015-12-31$1,076,209
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,196,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,161,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$996,630
Value of total assets at end of year2015-12-31$13,974,650
Value of total assets at beginning of year2015-12-31$14,082,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,091
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$449,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$449,906
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$784,585
Participant contributions at end of year2015-12-31$15,184
Participant contributions at beginning of year2015-12-31$15,050
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,797
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$12,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$412
Administrative expenses (other) incurred2015-12-31$35,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-119,895
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,962,641
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,082,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,867,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,873,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,081,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,186,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,186,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$212,045
Employer contributions (assets) at end of year2015-12-31$7,500
Employer contributions (assets) at beginning of year2015-12-31$7,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,161,013
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2015-12-31300116076
2014 : PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$644,356
Total unrealized appreciation/depreciation of assets2014-12-31$644,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,087,432
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,544,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,541,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,081,425
Value of total assets at end of year2014-12-31$14,082,948
Value of total assets at beginning of year2014-12-31$13,539,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,550
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$361,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$361,651
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$851,803
Participant contributions at end of year2014-12-31$15,050
Participant contributions at beginning of year2014-12-31$16,024
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$543,327
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,082,536
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,539,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,873,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,295,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,186,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,217,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,217,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$229,622
Employer contributions (assets) at end of year2014-12-31$7,252
Employer contributions (assets) at beginning of year2014-12-31$8,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,541,555
Contract administrator fees2014-12-31$2,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2014-12-31300116076
2013 : PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,799,413
Total unrealized appreciation/depreciation of assets2013-12-31$1,799,413
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,580
Total income from all sources (including contributions)2013-12-31$3,285,565
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$971,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$968,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,279,627
Value of total assets at end of year2013-12-31$13,539,209
Value of total assets at beginning of year2013-12-31$11,241,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,675
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$206,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$206,525
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$993,676
Participant contributions at end of year2013-12-31$16,024
Participant contributions at beginning of year2013-12-31$20,550
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,480
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$16,580
Administrative expenses (other) incurred2013-12-31$2,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,314,193
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,539,209
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,225,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,295,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,286,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,217,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,923,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,923,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$285,951
Employer contributions (assets) at end of year2013-12-31$8,144
Employer contributions (assets) at beginning of year2013-12-31$9,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$968,697
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2013-12-31300116076
2012 : PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$268,657
Total unrealized appreciation/depreciation of assets2012-12-31$268,657
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,251,965
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$485,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$484,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,626,068
Value of total assets at end of year2012-12-31$11,241,596
Value of total assets at beginning of year2012-12-31$9,458,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,525
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$357,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$357,240
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,092,180
Participant contributions at end of year2012-12-31$20,550
Participant contributions at beginning of year2012-12-31$34,135
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$16,580
Administrative expenses (other) incurred2012-12-31$1,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,766,207
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,225,016
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,458,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,286,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,013,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,923,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,392,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,392,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$533,888
Employer contributions (assets) at end of year2012-12-31$9,878
Employer contributions (assets) at beginning of year2012-12-31$15,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$484,233
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LANDA UMPIERRE PSC
Accountancy firm EIN2012-12-31300116076
2011 : PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-128,561
Total unrealized appreciation/depreciation of assets2011-12-31$-128,561
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,515,446
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$489,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$487,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,468,053
Value of total assets at end of year2011-12-31$9,458,809
Value of total assets at beginning of year2011-12-31$8,432,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,060
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$175,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$175,954
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$988,481
Participant contributions at end of year2011-12-31$34,135
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,910
Administrative expenses (other) incurred2011-12-31$2,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,026,290
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,458,809
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,432,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,013,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,471,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,392,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,961,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,961,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$479,572
Employer contributions (assets) at end of year2011-12-31$15,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$487,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LANDA UMPIERE PSC
Accountancy firm EIN2011-12-31300116076
2010 : PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,050,657
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$397,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$396,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,472,698
Value of total assets at end of year2010-12-31$8,432,519
Value of total assets at beginning of year2010-12-31$6,779,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$502
Total interest from all sources2010-12-31$41,223
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$268,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$268,327
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$989,867
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$16,570
Administrative expenses (other) incurred2010-12-31$502
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,653,444
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,432,519
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,779,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,471,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,255,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,961,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,498,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,498,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$41,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$268,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$482,831
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$7,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$396,711
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LANDA UMPIERE PSC
Accountancy firm EIN2010-12-31300116076
2009 : PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC.

2022: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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