PROCTER AND GAMBLE COMMERCIAL LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROCTER & GAMBLE PUERTO RICO PENSION PLAN
Measure | Date | Value |
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2023: PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2023 401k membership |
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Market value of plan assets | 2023-06-30 | 9,452,797 |
Acturial value of plan assets | 2023-06-30 | 10,398,077 |
Funding target for retired participants and beneficiaries receiving payment | 2023-06-30 | 8,299,315 |
Number of terminated vested participants | 2023-06-30 | 72 |
Fundng target for terminated vested participants | 2023-06-30 | 3,134,520 |
Active participant vested funding target | 2023-06-30 | 515,474 |
Number of active participants | 2023-06-30 | 7 |
Total funding liabilities for active participants | 2023-06-30 | 566,440 |
Total participant count | 2023-06-30 | 191 |
Total funding target for all participants | 2023-06-30 | 12,000,275 |
Balance at beginning of prior year after applicable adjustments | 2023-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-06-30 | 0 |
Amount remaining of carryover balance | 2023-06-30 | 0 |
Amount remaining of prefunding balance | 2023-06-30 | 0 |
Present value of excess contributions | 2023-06-30 | 1,672,315 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-06-30 | 1,765,630 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-06-30 | 500,000 |
Reductions in caryover balances due to elections or deemed elections | 2023-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-06-30 | 0 |
Balance of carryovers at beginning of current year | 2023-06-30 | 0 |
Balance of prefunding at beginning of current year | 2023-06-30 | 500,000 |
Total employer contributions | 2023-06-30 | 925,000 |
Total employee contributions | 2023-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-06-30 | 869,442 |
Liquidity shortfalls end of Q1 | 2023-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2023-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2023-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2023-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2023-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2023-06-30 | 170,000 |
Net shortfall amortization installment of oustanding balance | 2023-06-30 | 2,102,198 |
Waiver amortization installment | 2023-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-06-30 | 372,910 |
Carryover balance elected to use to offset funding requirement | 2023-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-06-30 | 372,910 |
Additional cash requirement | 2023-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-06-30 | 869,442 |
Unpaid minimum required contributions for current year | 2023-06-30 | 0 |
Unpaid minimum required contributions for all years | 2023-06-30 | 0 |
2022: PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-07-01 | 191 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 7 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 105 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 67 |
Total of all active and inactive participants | 2022-07-01 | 179 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 9 |
Total participants | 2022-07-01 | 188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
Market value of plan assets | 2022-06-30 | 9,757,742 |
Acturial value of plan assets | 2022-06-30 | 9,892,872 |
Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 8,801,649 |
Number of terminated vested participants | 2022-06-30 | 69 |
Fundng target for terminated vested participants | 2022-06-30 | 2,587,960 |
Active participant vested funding target | 2022-06-30 | 490,980 |
Number of active participants | 2022-06-30 | 8 |
Total funding liabilities for active participants | 2022-06-30 | 537,404 |
Total participant count | 2022-06-30 | 192 |
Total funding target for all participants | 2022-06-30 | 11,927,013 |
Balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-06-30 | 0 |
Amount remaining of carryover balance | 2022-06-30 | 0 |
Amount remaining of prefunding balance | 2022-06-30 | 0 |
Present value of excess contributions | 2022-06-30 | 887 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 935 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-06-30 | 0 |
Balance of carryovers at beginning of current year | 2022-06-30 | 0 |
Balance of prefunding at beginning of current year | 2022-06-30 | 0 |
Total employer contributions | 2022-06-30 | 2,140,000 |
Total employee contributions | 2022-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-30 | 2,021,982 |
Liquidity shortfalls end of Q1 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2022-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-06-30 | 160,000 |
Net shortfall amortization installment of oustanding balance | 2022-06-30 | 2,034,141 |
Waiver amortization installment | 2022-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-06-30 | 349,667 |
Carryover balance elected to use to offset funding requirement | 2022-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-06-30 | 0 |
Additional cash requirement | 2022-06-30 | 349,667 |
Contributions allocatedtoward minimum required contributions for current year | 2022-06-30 | 2,021,982 |
Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
Unpaid minimum required contributions for all years | 2022-06-30 | 0 |
2021: PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-07-01 | 192 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 7 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 103 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 72 |
Total of all active and inactive participants | 2021-07-01 | 182 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 9 |
Total participants | 2021-07-01 | 191 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
Market value of plan assets | 2021-06-30 | 9,867,165 |
Acturial value of plan assets | 2021-06-30 | 9,692,586 |
Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 8,077,598 |
Number of terminated vested participants | 2021-06-30 | 70 |
Fundng target for terminated vested participants | 2021-06-30 | 2,783,289 |
Active participant vested funding target | 2021-06-30 | 1,152,879 |
Number of active participants | 2021-06-30 | 9 |
Total funding liabilities for active participants | 2021-06-30 | 1,202,096 |
Total participant count | 2021-06-30 | 197 |
Total funding target for all participants | 2021-06-30 | 12,062,983 |
Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 0 |
Amount remaining of carryover balance | 2021-06-30 | 0 |
Amount remaining of prefunding balance | 2021-06-30 | 0 |
Present value of excess contributions | 2021-06-30 | 6,861 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 7,242 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
Balance of carryovers at beginning of current year | 2021-06-30 | 0 |
Balance of prefunding at beginning of current year | 2021-06-30 | 0 |
Total employer contributions | 2021-06-30 | 802,000 |
Total employee contributions | 2021-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 778,335 |
Liquidity shortfalls end of Q1 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2021-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-06-30 | 175,225 |
Net shortfall amortization installment of oustanding balance | 2021-06-30 | 2,370,397 |
Waiver amortization installment | 2021-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 777,448 |
Carryover balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Additional cash requirement | 2021-06-30 | 777,448 |
Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 778,335 |
Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
2020: PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-07-01 | 197 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 8 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 106 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 69 |
Total of all active and inactive participants | 2020-07-01 | 183 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 9 |
Total participants | 2020-07-01 | 192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
Market value of plan assets | 2020-06-30 | 9,349,589 |
Acturial value of plan assets | 2020-06-30 | 9,454,883 |
Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 7,512,090 |
Number of terminated vested participants | 2020-06-30 | 73 |
Fundng target for terminated vested participants | 2020-06-30 | 2,638,077 |
Active participant vested funding target | 2020-06-30 | 1,621,447 |
Number of active participants | 2020-06-30 | 11 |
Total funding liabilities for active participants | 2020-06-30 | 1,648,546 |
Total participant count | 2020-06-30 | 197 |
Total funding target for all participants | 2020-06-30 | 11,798,713 |
Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 0 |
Amount remaining of carryover balance | 2020-06-30 | 0 |
Amount remaining of prefunding balance | 2020-06-30 | 0 |
Present value of excess contributions | 2020-06-30 | 199,981 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 211,400 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
Balance of carryovers at beginning of current year | 2020-06-30 | 0 |
Balance of prefunding at beginning of current year | 2020-06-30 | 0 |
Total employer contributions | 2020-06-30 | 718,000 |
Total employee contributions | 2020-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 698,221 |
Liquidity shortfalls end of Q1 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-06-30 | 165,090 |
Net shortfall amortization installment of oustanding balance | 2020-06-30 | 2,343,830 |
Waiver amortization installment | 2020-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 691,360 |
Carryover balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Additional cash requirement | 2020-06-30 | 691,360 |
Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 698,221 |
Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
2019: PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 197 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 9 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 109 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 70 |
Total of all active and inactive participants | 2019-07-01 | 188 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 9 |
Total participants | 2019-07-01 | 197 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
Market value of plan assets | 2019-06-30 | 8,995,754 |
Acturial value of plan assets | 2019-06-30 | 9,273,692 |
Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 7,209,516 |
Number of terminated vested participants | 2019-06-30 | 79 |
Fundng target for terminated vested participants | 2019-06-30 | 2,568,785 |
Active participant vested funding target | 2019-06-30 | 1,501,590 |
Number of active participants | 2019-06-30 | 11 |
Total funding liabilities for active participants | 2019-06-30 | 1,668,933 |
Total participant count | 2019-06-30 | 199 |
Total funding target for all participants | 2019-06-30 | 11,447,234 |
Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 0 |
Amount remaining of carryover balance | 2019-06-30 | 0 |
Amount remaining of prefunding balance | 2019-06-30 | 0 |
Present value of excess contributions | 2019-06-30 | 2,099 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 2,223 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-06-30 | 0 |
Balance of carryovers at beginning of current year | 2019-06-30 | 0 |
Balance of prefunding at beginning of current year | 2019-06-30 | 0 |
Total employer contributions | 2019-06-30 | 824,000 |
Total employee contributions | 2019-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 792,637 |
Liquidity shortfalls end of Q1 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2019-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-06-30 | 151,272 |
Net shortfall amortization installment of oustanding balance | 2019-06-30 | 2,173,542 |
Waiver amortization installment | 2019-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 592,656 |
Carryover balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Additional cash requirement | 2019-06-30 | 592,656 |
Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 792,637 |
Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
2018: PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 199 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 11 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 105 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 73 |
Total of all active and inactive participants | 2018-07-01 | 189 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 8 |
Total participants | 2018-07-01 | 197 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
Market value of plan assets | 2018-06-30 | 9,145,701 |
Acturial value of plan assets | 2018-06-30 | 9,456,971 |
Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 7,075,063 |
Number of terminated vested participants | 2018-06-30 | 83 |
Fundng target for terminated vested participants | 2018-06-30 | 2,704,490 |
Active participant vested funding target | 2018-06-30 | 1,358,772 |
Number of active participants | 2018-06-30 | 12 |
Total funding liabilities for active participants | 2018-06-30 | 1,494,412 |
Total participant count | 2018-06-30 | 205 |
Total funding target for all participants | 2018-06-30 | 11,273,965 |
Balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-06-30 | 0 |
Amount remaining of carryover balance | 2018-06-30 | 0 |
Amount remaining of prefunding balance | 2018-06-30 | 0 |
Present value of excess contributions | 2018-06-30 | 346 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 367 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-06-30 | 0 |
Balance of carryovers at beginning of current year | 2018-06-30 | 0 |
Balance of prefunding at beginning of current year | 2018-06-30 | 0 |
Total employer contributions | 2018-06-30 | 550,000 |
Total employee contributions | 2018-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 519,617 |
Liquidity shortfalls end of Q1 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2018-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-06-30 | 176,338 |
Net shortfall amortization installment of oustanding balance | 2018-06-30 | 1,816,994 |
Waiver amortization installment | 2018-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 517,518 |
Carryover balance elected to use to offset funding requirement | 2018-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-06-30 | 0 |
Additional cash requirement | 2018-06-30 | 517,518 |
Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 519,617 |
Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
Unpaid minimum required contributions for all years | 2018-06-30 | 0 |
2017: PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 205 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 11 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 100 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 79 |
Total of all active and inactive participants | 2017-07-01 | 190 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 9 |
Total participants | 2017-07-01 | 199 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
Market value of plan assets | 2017-06-30 | 9,540,701 |
Acturial value of plan assets | 2017-06-30 | 9,938,496 |
Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 7,270,151 |
Number of terminated vested participants | 2017-06-30 | 83 |
Fundng target for terminated vested participants | 2017-06-30 | 2,447,540 |
Active participant vested funding target | 2017-06-30 | 1,210,289 |
Number of active participants | 2017-06-30 | 13 |
Total funding liabilities for active participants | 2017-06-30 | 1,389,373 |
Total participant count | 2017-06-30 | 208 |
Total funding target for all participants | 2017-06-30 | 11,107,064 |
Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-06-30 | 0 |
Amount remaining of carryover balance | 2017-06-30 | 0 |
Amount remaining of prefunding balance | 2017-06-30 | 0 |
Present value of excess contributions | 2017-06-30 | 323 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 343 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-06-30 | 0 |
Balance of carryovers at beginning of current year | 2017-06-30 | 0 |
Balance of prefunding at beginning of current year | 2017-06-30 | 0 |
Total employer contributions | 2017-06-30 | 387,000 |
Total employee contributions | 2017-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 363,506 |
Liquidity shortfalls end of Q1 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2017-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-06-30 | 153,269 |
Net shortfall amortization installment of oustanding balance | 2017-06-30 | 1,168,568 |
Waiver amortization installment | 2017-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 363,160 |
Carryover balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Additional cash requirement | 2017-06-30 | 363,160 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 363,506 |
Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for all years | 2017-06-30 | 0 |
2016: PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 208 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 12 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 103 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 83 |
Total of all active and inactive participants | 2016-07-01 | 198 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 7 |
Total participants | 2016-07-01 | 205 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
2015: PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-07-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 13 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 106 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 83 |
Total of all active and inactive participants | 2015-07-01 | 202 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 6 |
Total participants | 2015-07-01 | 208 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-07-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 12 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 111 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 82 |
Total of all active and inactive participants | 2014-07-01 | 205 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 7 |
Total participants | 2014-07-01 | 212 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-07-01 | 214 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 15 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 114 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 82 |
Total of all active and inactive participants | 2013-07-01 | 211 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 6 |
Total participants | 2013-07-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-07-01 | 216 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 17 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 104 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 87 |
Total of all active and inactive participants | 2012-07-01 | 208 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 6 |
Total participants | 2012-07-01 | 214 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-07-01 | 220 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 21 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 97 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 92 |
Total of all active and inactive participants | 2011-07-01 | 210 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 6 |
Total participants | 2011-07-01 | 216 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
2009: PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 237 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 55 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 95 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 75 |
Total of all active and inactive participants | 2009-01-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 230 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|
2023 : PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2023 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2023-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $52 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $3,198 |
Total income from all sources (including contributions) | 2023-06-30 | $1,141,826 |
Total loss/gain on sale of assets | 2023-06-30 | $0 |
Total of all expenses incurred | 2023-06-30 | $1,051,267 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $879,465 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $925,000 |
Value of total assets at end of year | 2023-06-30 | $9,560,938 |
Value of total assets at beginning of year | 2023-06-30 | $9,473,525 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $171,802 |
Total interest from all sources | 2023-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
Administrative expenses professional fees incurred | 2023-06-30 | $36,684 |
Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
Value of fidelity bond cover | 2023-06-30 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
Administrative expenses (other) incurred | 2023-06-30 | $127,880 |
Liabilities. Value of operating payables at end of year | 2023-06-30 | $52 |
Liabilities. Value of operating payables at beginning of year | 2023-06-30 | $3,198 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Value of net income/loss | 2023-06-30 | $90,559 |
Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $9,560,886 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $9,470,327 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
Investment advisory and management fees | 2023-06-30 | $7,238 |
Value of interest in master investment trust accounts at end of year | 2023-06-30 | $8,635,938 |
Value of interest in master investment trust accounts at beginning of year | 2023-06-30 | $7,723,525 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
Contributions received in cash from employer | 2023-06-30 | $925,000 |
Employer contributions (assets) at end of year | 2023-06-30 | $925,000 |
Employer contributions (assets) at beginning of year | 2023-06-30 | $1,750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $879,465 |
Did the plan have assets held for investment | 2023-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
Accountancy firm name | 2023-06-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2023-06-30 | 133891517 |
2022 : PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $3,198 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $6,565 |
Total income from all sources (including contributions) | 2022-06-30 | $583,981 |
Total loss/gain on sale of assets | 2022-06-30 | $0 |
Total of all expenses incurred | 2022-06-30 | $1,033,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $861,921 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $2,140,000 |
Value of total assets at end of year | 2022-06-30 | $9,473,525 |
Value of total assets at beginning of year | 2022-06-30 | $9,926,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $171,482 |
Total interest from all sources | 2022-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Administrative expenses professional fees incurred | 2022-06-30 | $37,869 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Administrative expenses (other) incurred | 2022-06-30 | $124,888 |
Liabilities. Value of operating payables at end of year | 2022-06-30 | $3,198 |
Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $6,565 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-449,422 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $9,470,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $9,919,749 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Investment advisory and management fees | 2022-06-30 | $8,725 |
Value of interest in master investment trust accounts at end of year | 2022-06-30 | $7,723,525 |
Value of interest in master investment trust accounts at beginning of year | 2022-06-30 | $9,926,314 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $2,140,000 |
Employer contributions (assets) at end of year | 2022-06-30 | $1,750,000 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $861,921 |
Did the plan have assets held for investment | 2022-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2022-06-30 | 133891517 |
2021 : PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $6,565 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $177 |
Total income from all sources (including contributions) | 2021-06-30 | $1,109,455 |
Total loss/gain on sale of assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $1,069,931 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $898,715 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $802,000 |
Value of total assets at end of year | 2021-06-30 | $9,926,314 |
Value of total assets at beginning of year | 2021-06-30 | $9,880,402 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $171,216 |
Total interest from all sources | 2021-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Administrative expenses professional fees incurred | 2021-06-30 | $26,697 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Administrative expenses (other) incurred | 2021-06-30 | $133,199 |
Liabilities. Value of operating payables at end of year | 2021-06-30 | $6,565 |
Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $177 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $39,524 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $9,919,749 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $9,880,225 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Investment advisory and management fees | 2021-06-30 | $11,320 |
Value of interest in master investment trust accounts at end of year | 2021-06-30 | $9,926,314 |
Value of interest in master investment trust accounts at beginning of year | 2021-06-30 | $9,880,402 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $802,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $898,715 |
Did the plan have assets held for investment | 2021-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
Accountancy firm name | 2021-06-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2021-06-30 | 133891517 |
2020 : PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $177 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $341 |
Total income from all sources (including contributions) | 2020-06-30 | $1,506,792 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $979,568 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $807,429 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $718,000 |
Value of total assets at end of year | 2020-06-30 | $9,880,402 |
Value of total assets at beginning of year | 2020-06-30 | $9,353,342 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $172,139 |
Total interest from all sources | 2020-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Administrative expenses professional fees incurred | 2020-06-30 | $43,738 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Administrative expenses (other) incurred | 2020-06-30 | $122,342 |
Liabilities. Value of operating payables at end of year | 2020-06-30 | $177 |
Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $341 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $527,224 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $9,880,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $9,353,001 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Investment advisory and management fees | 2020-06-30 | $6,059 |
Value of interest in master investment trust accounts at end of year | 2020-06-30 | $9,880,402 |
Value of interest in master investment trust accounts at beginning of year | 2020-06-30 | $9,253,342 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $718,000 |
Employer contributions (assets) at end of year | 2020-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2020-06-30 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $807,429 |
Did the plan have assets held for investment | 2020-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2020-06-30 | 133891517 |
2019 : PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $341 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $2,306 |
Total income from all sources (including contributions) | 2019-06-30 | $1,285,012 |
Total loss/gain on sale of assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $932,587 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $772,233 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $824,000 |
Value of total assets at end of year | 2019-06-30 | $9,353,342 |
Value of total assets at beginning of year | 2019-06-30 | $9,002,882 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $160,354 |
Total interest from all sources | 2019-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Administrative expenses professional fees incurred | 2019-06-30 | $22,732 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Administrative expenses (other) incurred | 2019-06-30 | $118,803 |
Liabilities. Value of operating payables at end of year | 2019-06-30 | $341 |
Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $2,306 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $352,425 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $9,353,001 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $9,000,576 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Investment advisory and management fees | 2019-06-30 | $18,819 |
Value of interest in master investment trust accounts at end of year | 2019-06-30 | $9,253,342 |
Value of interest in master investment trust accounts at beginning of year | 2019-06-30 | $8,725,882 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $824,000 |
Employer contributions (assets) at end of year | 2019-06-30 | $100,000 |
Employer contributions (assets) at beginning of year | 2019-06-30 | $277,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $772,233 |
Did the plan have assets held for investment | 2019-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2019-06-30 | 133891517 |
2018 : PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $2,306 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $428 |
Total income from all sources (including contributions) | 2018-06-30 | $685,263 |
Total loss/gain on sale of assets | 2018-06-30 | $0 |
Total of all expenses incurred | 2018-06-30 | $924,639 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $769,014 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $550,000 |
Value of total assets at end of year | 2018-06-30 | $9,002,882 |
Value of total assets at beginning of year | 2018-06-30 | $9,240,380 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $155,625 |
Total interest from all sources | 2018-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Administrative expenses professional fees incurred | 2018-06-30 | $30,243 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Administrative expenses (other) incurred | 2018-06-30 | $120,130 |
Liabilities. Value of operating payables at end of year | 2018-06-30 | $2,306 |
Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $428 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $-239,376 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $9,000,576 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $9,239,952 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Investment advisory and management fees | 2018-06-30 | $5,252 |
Value of interest in master investment trust accounts at end of year | 2018-06-30 | $8,725,882 |
Value of interest in master investment trust accounts at beginning of year | 2018-06-30 | $9,026,380 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $550,000 |
Employer contributions (assets) at end of year | 2018-06-30 | $277,000 |
Employer contributions (assets) at beginning of year | 2018-06-30 | $214,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $769,014 |
Did the plan have assets held for investment | 2018-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2018-06-30 | 133891517 |
2017 : PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $428 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $553 |
Total income from all sources (including contributions) | 2017-06-30 | $628,780 |
Total loss/gain on sale of assets | 2017-06-30 | $0 |
Total of all expenses incurred | 2017-06-30 | $934,112 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $759,840 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $387,000 |
Value of total assets at end of year | 2017-06-30 | $9,240,380 |
Value of total assets at beginning of year | 2017-06-30 | $9,545,837 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $174,272 |
Total interest from all sources | 2017-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Administrative expenses professional fees incurred | 2017-06-30 | $18,147 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Administrative expenses (other) incurred | 2017-06-30 | $117,312 |
Liabilities. Value of operating payables at end of year | 2017-06-30 | $428 |
Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $553 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $-305,332 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $9,239,952 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $9,545,284 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Investment advisory and management fees | 2017-06-30 | $38,813 |
Value of interest in master investment trust accounts at end of year | 2017-06-30 | $9,026,380 |
Value of interest in master investment trust accounts at beginning of year | 2017-06-30 | $9,390,837 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $387,000 |
Employer contributions (assets) at end of year | 2017-06-30 | $214,000 |
Employer contributions (assets) at beginning of year | 2017-06-30 | $155,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $759,840 |
Did the plan have assets held for investment | 2017-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
Accountancy firm name | 2017-06-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2017-06-30 | 133891517 |
2016 : PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $553 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $1,053 |
Total income from all sources (including contributions) | 2016-06-30 | $462,718 |
Total loss/gain on sale of assets | 2016-06-30 | $0 |
Total of all expenses incurred | 2016-06-30 | $898,779 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $769,985 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $247,661 |
Value of total assets at end of year | 2016-06-30 | $9,545,837 |
Value of total assets at beginning of year | 2016-06-30 | $9,982,398 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $128,794 |
Total interest from all sources | 2016-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Administrative expenses professional fees incurred | 2016-06-30 | $30,454 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Administrative expenses (other) incurred | 2016-06-30 | $92,964 |
Liabilities. Value of operating payables at end of year | 2016-06-30 | $553 |
Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $1,053 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $-436,061 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $9,545,284 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $9,981,345 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Investment advisory and management fees | 2016-06-30 | $5,376 |
Value of interest in master investment trust accounts at end of year | 2016-06-30 | $9,390,837 |
Value of interest in master investment trust accounts at beginning of year | 2016-06-30 | $9,845,398 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $247,661 |
Employer contributions (assets) at end of year | 2016-06-30 | $155,000 |
Employer contributions (assets) at beginning of year | 2016-06-30 | $137,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $769,985 |
Did the plan have assets held for investment | 2016-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
Accountancy firm name | 2016-06-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2016-06-30 | 133891517 |
2015 : PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $1,053 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $1,133 |
Total income from all sources (including contributions) | 2015-06-30 | $307,434 |
Total loss/gain on sale of assets | 2015-06-30 | $0 |
Total of all expenses incurred | 2015-06-30 | $839,008 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $754,488 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $137,000 |
Value of total assets at end of year | 2015-06-30 | $9,982,398 |
Value of total assets at beginning of year | 2015-06-30 | $10,514,052 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $84,520 |
Total interest from all sources | 2015-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Administrative expenses professional fees incurred | 2015-06-30 | $22,998 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Administrative expenses (other) incurred | 2015-06-30 | $53,599 |
Liabilities. Value of operating payables at end of year | 2015-06-30 | $1,053 |
Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $1,133 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $-531,574 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $9,981,345 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $10,512,919 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Investment advisory and management fees | 2015-06-30 | $7,923 |
Value of interest in master investment trust accounts at end of year | 2015-06-30 | $9,845,398 |
Value of interest in master investment trust accounts at beginning of year | 2015-06-30 | $10,514,052 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Contributions received in cash from employer | 2015-06-30 | $137,000 |
Employer contributions (assets) at end of year | 2015-06-30 | $137,000 |
Employer contributions (assets) at beginning of year | 2015-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $754,488 |
Did the plan have assets held for investment | 2015-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
Accountancy firm name | 2015-06-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2015-06-30 | 133891517 |
2014 : PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $1,133 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $2,621 |
Total income from all sources (including contributions) | 2014-06-30 | $786,639 |
Total loss/gain on sale of assets | 2014-06-30 | $0 |
Total of all expenses incurred | 2014-06-30 | $793,528 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $730,126 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $0 |
Value of total assets at end of year | 2014-06-30 | $10,514,052 |
Value of total assets at beginning of year | 2014-06-30 | $10,522,429 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $63,402 |
Total interest from all sources | 2014-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Administrative expenses professional fees incurred | 2014-06-30 | $29,039 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Administrative expenses (other) incurred | 2014-06-30 | $26,853 |
Liabilities. Value of operating payables at end of year | 2014-06-30 | $1,133 |
Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $2,621 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $-6,889 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $10,512,919 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $10,519,808 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Investment advisory and management fees | 2014-06-30 | $7,510 |
Value of interest in master investment trust accounts at end of year | 2014-06-30 | $10,514,052 |
Value of interest in master investment trust accounts at beginning of year | 2014-06-30 | $10,522,429 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $730,126 |
Did the plan have assets held for investment | 2014-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
Accountancy firm name | 2014-06-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2014-06-30 | 133891517 |
2013 : PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $2,621 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $1,866 |
Total income from all sources (including contributions) | 2013-06-30 | $185,098 |
Total loss/gain on sale of assets | 2013-06-30 | $0 |
Total of all expenses incurred | 2013-06-30 | $728,979 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $669,280 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $0 |
Value of total assets at end of year | 2013-06-30 | $10,522,429 |
Value of total assets at beginning of year | 2013-06-30 | $11,065,555 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $59,699 |
Total interest from all sources | 2013-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Administrative expenses professional fees incurred | 2013-06-30 | $42,450 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Administrative expenses (other) incurred | 2013-06-30 | $8,721 |
Liabilities. Value of operating payables at end of year | 2013-06-30 | $2,621 |
Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $1,866 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $-543,881 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $10,519,808 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $11,063,689 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Investment advisory and management fees | 2013-06-30 | $8,528 |
Value of interest in master investment trust accounts at end of year | 2013-06-30 | $10,522,429 |
Value of interest in master investment trust accounts at beginning of year | 2013-06-30 | $10,909,716 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Employer contributions (assets) at end of year | 2013-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2013-06-30 | $155,839 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $669,280 |
Did the plan have assets held for investment | 2013-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
Accountancy firm name | 2013-06-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2013-06-30 | 133891517 |
2012 : PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $1,866 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $5,091 |
Total income from all sources (including contributions) | 2012-06-30 | $1,429,755 |
Total loss/gain on sale of assets | 2012-06-30 | $0 |
Total of all expenses incurred | 2012-06-30 | $658,902 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $614,401 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $155,839 |
Value of total assets at end of year | 2012-06-30 | $11,065,555 |
Value of total assets at beginning of year | 2012-06-30 | $10,297,927 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $44,501 |
Total interest from all sources | 2012-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Administrative expenses professional fees incurred | 2012-06-30 | $26,749 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Administrative expenses (other) incurred | 2012-06-30 | $9,922 |
Liabilities. Value of operating payables at end of year | 2012-06-30 | $1,866 |
Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $5,091 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $770,853 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $11,063,689 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $10,292,836 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Investment advisory and management fees | 2012-06-30 | $7,830 |
Value of interest in master investment trust accounts at end of year | 2012-06-30 | $10,909,716 |
Value of interest in master investment trust accounts at beginning of year | 2012-06-30 | $10,297,927 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $155,839 |
Employer contributions (assets) at end of year | 2012-06-30 | $155,839 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $614,401 |
Did the plan have assets held for investment | 2012-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
Accountancy firm name | 2012-06-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2012-06-30 | 133891517 |
2011 : PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $5,091 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total income from all sources (including contributions) | 2011-06-30 | $815,377 |
Total loss/gain on sale of assets | 2011-06-30 | $0 |
Total of all expenses incurred | 2011-06-30 | $737,223 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $632,179 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $0 |
Value of total assets at end of year | 2011-06-30 | $10,297,927 |
Value of total assets at beginning of year | 2011-06-30 | $10,214,682 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $105,044 |
Total interest from all sources | 2011-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Administrative expenses professional fees incurred | 2011-06-30 | $82,560 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Administrative expenses (other) incurred | 2011-06-30 | $12,180 |
Liabilities. Value of operating payables at end of year | 2011-06-30 | $5,091 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $78,154 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $10,292,836 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $10,214,682 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Investment advisory and management fees | 2011-06-30 | $10,304 |
Value of interest in master investment trust accounts at end of year | 2011-06-30 | $10,297,927 |
Value of interest in master investment trust accounts at beginning of year | 2011-06-30 | $10,214,682 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $632,179 |
Did the plan have assets held for investment | 2011-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
Accountancy firm name | 2011-06-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2011-06-30 | 133891517 |
2010 : PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-06-30 | $0 |
Total income from all sources (including contributions) | 2010-06-30 | $462,789 |
Total loss/gain on sale of assets | 2010-06-30 | $0 |
Total of all expenses incurred | 2010-06-30 | $334,817 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-06-30 | $299,144 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-06-30 | $0 |
Value of total assets at end of year | 2010-06-30 | $10,214,682 |
Value of total assets at beginning of year | 2010-06-30 | $10,086,710 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-06-30 | $35,673 |
Total interest from all sources | 2010-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-06-30 | No |
Administrative expenses professional fees incurred | 2010-06-30 | $32,123 |
Was this plan covered by a fidelity bond | 2010-06-30 | Yes |
Value of fidelity bond cover | 2010-06-30 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-06-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-06-30 | No |
Value of net income/loss | 2010-06-30 | $127,972 |
Value of net assets at end of year (total assets less liabilities) | 2010-06-30 | $10,214,682 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-06-30 | $10,086,710 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-06-30 | No |
Investment advisory and management fees | 2010-06-30 | $3,550 |
Value of interest in master investment trust accounts at end of year | 2010-06-30 | $10,214,682 |
Value of interest in master investment trust accounts at beginning of year | 2010-06-30 | $10,086,710 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-06-30 | $299,144 |
Did the plan have assets held for investment | 2010-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-06-30 | No |
2009 : PROCTER & GAMBLE PUERTO RICO PENSION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |