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ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 401k Plan overview

Plan NameABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO)
Plan identification number 002

ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ABBOTT HEALTHCARE (PUERTO RICO) LTD. C/O ABBOTT LABORATORIES has sponsored the creation of one or more 401k plans.

Company Name:ABBOTT HEALTHCARE (PUERTO RICO) LTD. C/O ABBOTT LABORATORIES
Employer identification number (EIN):981051267
NAIC Classification:325410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARY MORELAND MARY MORELAND2018-10-12
0022016-01-01MARY MORELAND MARY MORELAND2017-10-13
0022015-01-01MARY MORELAND MARY MORELAND2016-10-14
0022014-01-01MARY MORELAND MARY MORELAND2015-10-14
0022013-01-01MARY MORELAND MARY MORELAND2014-10-10

Plan Statistics for ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO)

401k plan membership statisitcs for ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO)

Measure Date Value
2023: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2023 401k membership
Total participants, beginning-of-year2023-01-011,965
Total number of active participants reported on line 7a of the Form 55002023-01-011,614
Number of retired or separated participants receiving benefits2023-01-0165
Number of other retired or separated participants entitled to future benefits2023-01-01333
Total of all active and inactive participants2023-01-012,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0111
Total participants2023-01-012,023
Number of participants with account balances2023-01-011,815
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0132
2022: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2022 401k membership
Total participants, beginning-of-year2022-01-011,900
Total number of active participants reported on line 7a of the Form 55002022-01-011,548
Number of retired or separated participants receiving benefits2022-01-0163
Number of other retired or separated participants entitled to future benefits2022-01-01345
Total of all active and inactive participants2022-01-011,956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-011,964
Number of participants with account balances2022-01-011,771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0129
2021: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2021 401k membership
Total participants, beginning-of-year2021-01-011,872
Total number of active participants reported on line 7a of the Form 55002021-01-011,491
Number of retired or separated participants receiving benefits2021-01-0167
Number of other retired or separated participants entitled to future benefits2021-01-01330
Total of all active and inactive participants2021-01-011,888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-011,896
Number of participants with account balances2021-01-011,770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2020 401k membership
Total participants, beginning-of-year2020-01-011,817
Total number of active participants reported on line 7a of the Form 55002020-01-011,507
Number of retired or separated participants receiving benefits2020-01-0169
Number of other retired or separated participants entitled to future benefits2020-01-01289
Total of all active and inactive participants2020-01-011,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-011,872
Number of participants with account balances2020-01-011,768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2019 401k membership
Total participants, beginning-of-year2019-01-011,759
Total number of active participants reported on line 7a of the Form 55002019-01-011,467
Number of retired or separated participants receiving benefits2019-01-0164
Number of other retired or separated participants entitled to future benefits2019-01-01283
Total of all active and inactive participants2019-01-011,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-011,820
Number of participants with account balances2019-01-011,722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2018 401k membership
Total participants, beginning-of-year2018-01-011,678
Total number of active participants reported on line 7a of the Form 55002018-01-011,398
Number of retired or separated participants receiving benefits2018-01-0164
Number of other retired or separated participants entitled to future benefits2018-01-01289
Total of all active and inactive participants2018-01-011,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,756
Number of participants with account balances2018-01-011,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2017 401k membership
Total participants, beginning-of-year2017-01-011,540
Total number of active participants reported on line 7a of the Form 55002017-01-01672
Number of retired or separated participants receiving benefits2017-01-0156
Number of other retired or separated participants entitled to future benefits2017-01-01211
Total of all active and inactive participants2017-01-01939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01943
Number of participants with account balances2017-01-01733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0124
2016: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2016 401k membership
Total participants, beginning-of-year2016-01-011,600
Total number of active participants reported on line 7a of the Form 55002016-01-011,351
Number of retired or separated participants receiving benefits2016-01-0147
Number of other retired or separated participants entitled to future benefits2016-01-01132
Total of all active and inactive participants2016-01-011,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,532
Number of participants with account balances2016-01-011,425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2015 401k membership
Total participants, beginning-of-year2015-01-011,592
Total number of active participants reported on line 7a of the Form 55002015-01-011,427
Number of retired or separated participants receiving benefits2015-01-0140
Number of other retired or separated participants entitled to future benefits2015-01-01133
Total of all active and inactive participants2015-01-011,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,600
Number of participants with account balances2015-01-011,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2014 401k membership
Total participants, beginning-of-year2014-01-011,407
Total number of active participants reported on line 7a of the Form 55002014-01-011,499
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0186
Total of all active and inactive participants2014-01-011,592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,592
Number of participants with account balances2014-01-011,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2013 401k membership
Total participants, beginning-of-year2013-01-011,509
Total number of active participants reported on line 7a of the Form 55002013-01-011,353
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0151
Total of all active and inactive participants2013-01-011,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,407
Number of participants with account balances2013-01-011,257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012

Financial Data on ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO)

Measure Date Value
2023 : ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-925,000
Total unrealized appreciation/depreciation of assets2023-12-31$-925,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$25,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,000
Total income from all sources (including contributions)2023-12-31$27,504,000
Total loss/gain on sale of assets2023-12-31$-323,000
Total of all expenses incurred2023-12-31$13,217,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$13,217,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,417,000
Value of total assets at end of year2023-12-31$222,901,000
Value of total assets at beginning of year2023-12-31$208,590,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$233,000
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,254,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,768,000
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$15,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,987,000
Participant contributions at end of year2023-12-31$5,172,000
Participant contributions at beginning of year2023-12-31$4,359,000
Assets. Other investments not covered elsewhere at end of year2023-12-31$1,983,000
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$21,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$70,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$33,000
Liabilities. Value of operating payables at end of year2023-12-31$25,000
Liabilities. Value of operating payables at beginning of year2023-12-31$1,000
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$14,287,000
Value of net assets at end of year (total assets less liabilities)2023-12-31$222,876,000
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$208,589,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$42,917,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$36,775,000
Interest on participant loans2023-12-31$233,000
Value of interest in common/collective trusts at end of year2023-12-31$76,813,000
Value of interest in common/collective trusts at beginning of year2023-12-31$68,355,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,223,000
Net investment gain or loss from common/collective trusts2023-12-31$12,625,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$63,962,000
Assets. Invements in employer securities at beginning of year2023-12-31$64,499,000
Contributions received in cash from employer2023-12-31$2,430,000
Income. Dividends from common stock2023-12-31$1,486,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$13,196,000
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$31,984,000
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$34,564,000
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$7,536,000
Aggregate carrying amount (costs) on sale of assets2023-12-31$7,859,000
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GRANT THORNTON LLP
Accountancy firm EIN2023-12-31366055558
2022 : ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-11,151,000
Total unrealized appreciation/depreciation of assets2022-12-31$-11,151,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$303,000
Total income from all sources (including contributions)2022-12-31$-24,742,000
Total loss/gain on sale of assets2022-12-31$-1,454,000
Total of all expenses incurred2022-12-31$13,144,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,144,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,404,000
Value of total assets at end of year2022-12-31$208,590,000
Value of total assets at beginning of year2022-12-31$246,778,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$159,000
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,501,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,087,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,995,000
Participant contributions at end of year2022-12-31$4,359,000
Participant contributions at beginning of year2022-12-31$4,518,000
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$119,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$33,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$33,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,000
Liabilities. Value of operating payables at end of year2022-12-31$1,000
Liabilities. Value of operating payables at beginning of year2022-12-31$303,000
Total non interest bearing cash at end of year2022-12-31$5,000
Total non interest bearing cash at beginning of year2022-12-31$9,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-37,886,000
Value of net assets at end of year (total assets less liabilities)2022-12-31$208,589,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$246,475,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$36,775,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$45,416,000
Interest on participant loans2022-12-31$159,000
Value of interest in common/collective trusts at end of year2022-12-31$68,355,000
Value of interest in common/collective trusts at beginning of year2022-12-31$81,384,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,960,000
Net investment gain or loss from common/collective trusts2022-12-31$-13,241,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$64,499,000
Assets. Invements in employer securities at beginning of year2022-12-31$83,653,000
Contributions received in cash from employer2022-12-31$2,290,000
Income. Dividends from common stock2022-12-31$1,414,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,111,000
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$34,564,000
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$31,793,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$10,613,000
Aggregate carrying amount (costs) on sale of assets2022-12-31$12,067,000
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$24,363,000
Total unrealized appreciation/depreciation of assets2021-12-31$24,363,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$303,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,000
Total income from all sources (including contributions)2021-12-31$51,117,000
Total loss/gain on sale of assets2021-12-31$1,105,000
Total of all expenses incurred2021-12-31$10,852,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,852,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,113,000
Value of total assets at end of year2021-12-31$246,778,000
Value of total assets at beginning of year2021-12-31$206,228,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$178,000
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,614,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,223,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,829,000
Participant contributions at end of year2021-12-31$4,518,000
Participant contributions at beginning of year2021-12-31$4,410,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$8,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,000
Liabilities. Value of operating payables at end of year2021-12-31$303,000
Liabilities. Value of operating payables at beginning of year2021-12-31$18,000
Total non interest bearing cash at end of year2021-12-31$9,000
Total non interest bearing cash at beginning of year2021-12-31$4,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$40,265,000
Value of net assets at end of year (total assets less liabilities)2021-12-31$246,475,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$206,210,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$45,416,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,336,000
Interest on participant loans2021-12-31$178,000
Value of interest in common/collective trusts at end of year2021-12-31$81,384,000
Value of interest in common/collective trusts at beginning of year2021-12-31$95,972,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,259,000
Net investment gain or loss from common/collective trusts2021-12-31$11,485,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$83,653,000
Assets. Invements in employer securities at beginning of year2021-12-31$66,345,000
Contributions received in cash from employer2021-12-31$2,284,000
Income. Dividends from common stock2021-12-31$1,391,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,844,000
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$31,793,000
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$26,154,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$11,825,000
Aggregate carrying amount (costs) on sale of assets2021-12-31$10,720,000
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$17,493,000
Total unrealized appreciation/depreciation of assets2020-12-31$17,493,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$63,000
Total income from all sources (including contributions)2020-12-31$44,289,000
Total loss/gain on sale of assets2020-12-31$1,227,000
Total of all expenses incurred2020-12-31$11,260,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,260,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,520,000
Value of total assets at end of year2020-12-31$206,228,000
Value of total assets at beginning of year2020-12-31$173,244,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$198,000
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,330,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$140,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,233,000
Participant contributions at end of year2020-12-31$4,410,000
Participant contributions at beginning of year2020-12-31$4,458,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$274,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$35,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$168,000
Liabilities. Value of operating payables at end of year2020-12-31$18,000
Liabilities. Value of operating payables at beginning of year2020-12-31$63,000
Total non interest bearing cash at end of year2020-12-31$4,000
Total non interest bearing cash at beginning of year2020-12-31$19,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$33,029,000
Value of net assets at end of year (total assets less liabilities)2020-12-31$206,210,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$173,181,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,336,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,728,000
Interest on participant loans2020-12-31$198,000
Value of interest in common/collective trusts at end of year2020-12-31$95,972,000
Value of interest in common/collective trusts at beginning of year2020-12-31$76,382,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$212,000
Net investment gain or loss from common/collective trusts2020-12-31$17,309,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$66,345,000
Assets. Invements in employer securities at beginning of year2020-12-31$54,853,000
Contributions received in cash from employer2020-12-31$2,013,000
Income. Dividends from common stock2020-12-31$1,190,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,225,000
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$26,154,000
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$23,636,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$13,252,000
Aggregate carrying amount (costs) on sale of assets2020-12-31$12,025,000
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,734,000
Total unrealized appreciation/depreciation of assets2019-12-31$7,734,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$63,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$58,000
Total income from all sources (including contributions)2019-12-31$32,576,000
Total loss/gain on sale of assets2019-12-31$459,000
Total of all expenses incurred2019-12-31$10,628,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,628,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,419,000
Value of total assets at end of year2019-12-31$173,244,000
Value of total assets at beginning of year2019-12-31$151,291,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$181,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,211,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$123,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,267,000
Participant contributions at end of year2019-12-31$4,458,000
Participant contributions at beginning of year2019-12-31$3,920,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$38,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$168,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$20,000
Liabilities. Value of operating payables at end of year2019-12-31$63,000
Liabilities. Value of operating payables at beginning of year2019-12-31$58,000
Total non interest bearing cash at end of year2019-12-31$19,000
Total non interest bearing cash at beginning of year2019-12-31$118,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$21,948,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$173,181,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$151,233,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,728,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,653,000
Interest on participant loans2019-12-31$181,000
Value of interest in common/collective trusts at end of year2019-12-31$76,382,000
Value of interest in common/collective trusts at beginning of year2019-12-31$40,702,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$920,000
Net investment gain or loss from common/collective trusts2019-12-31$15,652,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$54,853,000
Assets. Invements in employer securities at beginning of year2019-12-31$47,341,000
Contributions received in cash from employer2019-12-31$2,140,000
Income. Dividends from common stock2019-12-31$1,088,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,590,000
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$23,636,000
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$25,537,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$8,078,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,619,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
2018 : ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$8,211,000
Total unrealized appreciation/depreciation of assets2018-12-31$8,211,000
Total transfer of assets to this plan2018-12-31$15,378,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$58,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,000
Total income from all sources (including contributions)2018-12-31$12,102,000
Total loss/gain on sale of assets2018-12-31$631,000
Total of all expenses incurred2018-12-31$9,987,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,987,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,978,000
Value of total assets at end of year2018-12-31$151,291,000
Value of total assets at beginning of year2018-12-31$133,742,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$119,000
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,182,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,209,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,836,000
Participant contributions at end of year2018-12-31$3,920,000
Participant contributions at beginning of year2018-12-31$2,384,000
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$231,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$20,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$10,000
Liabilities. Value of operating payables at end of year2018-12-31$58,000
Liabilities. Value of operating payables at beginning of year2018-12-31$2,000
Total non interest bearing cash at end of year2018-12-31$118,000
Total non interest bearing cash at beginning of year2018-12-31$123,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,115,000
Value of net assets at end of year (total assets less liabilities)2018-12-31$151,233,000
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$133,740,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$33,653,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,288,000
Interest on participant loans2018-12-31$119,000
Value of interest in common/collective trusts at end of year2018-12-31$40,702,000
Value of interest in common/collective trusts at beginning of year2018-12-31$32,126,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,911,000
Net investment gain or loss from common/collective trusts2018-12-31$-2,108,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$47,341,000
Assets. Invements in employer securities at beginning of year2018-12-31$37,761,000
Contributions received in cash from employer2018-12-31$1,911,000
Income. Dividends from common stock2018-12-31$973,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,987,000
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$25,537,000
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$29,050,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$6,725,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$6,094,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$21,950,000
Total unrealized appreciation/depreciation of assets2017-12-31$21,950,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$325,000
Total income from all sources (including contributions)2017-12-31$39,670,000
Total loss/gain on sale of assets2017-12-31$2,271,000
Total of all expenses incurred2017-12-31$28,969,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$28,954,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,937,000
Value of total assets at end of year2017-12-31$133,742,000
Value of total assets at beginning of year2017-12-31$123,364,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,000
Total interest from all sources2017-12-31$118,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,485,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,532,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,549,000
Participant contributions at end of year2017-12-31$2,384,000
Participant contributions at beginning of year2017-12-31$6,246,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$10,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$30,000
Administrative expenses (other) incurred2017-12-31$15,000
Liabilities. Value of operating payables at end of year2017-12-31$2,000
Liabilities. Value of operating payables at beginning of year2017-12-31$325,000
Total non interest bearing cash at end of year2017-12-31$123,000
Total non interest bearing cash at beginning of year2017-12-31$30,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,701,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$133,740,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$123,039,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$32,288,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,724,000
Interest on participant loans2017-12-31$118,000
Value of interest in common/collective trusts at end of year2017-12-31$32,126,000
Value of interest in common/collective trusts at beginning of year2017-12-31$27,547,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,677,000
Net investment gain or loss from common/collective trusts2017-12-31$5,232,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$37,761,000
Assets. Invements in employer securities at beginning of year2017-12-31$33,150,000
Contributions received in cash from employer2017-12-31$1,388,000
Income. Dividends from common stock2017-12-31$953,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$28,954,000
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$29,050,000
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$23,637,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$17,876,000
Aggregate carrying amount (costs) on sale of assets2017-12-31$15,605,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-5,800,000
Total unrealized appreciation/depreciation of assets2016-12-31$-5,800,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$325,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$118,000
Total income from all sources (including contributions)2016-12-31$9,242,000
Total loss/gain on sale of assets2016-12-31$1,891,000
Total of all expenses incurred2016-12-31$6,683,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,683,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,817,000
Value of total assets at end of year2016-12-31$123,364,000
Value of total assets at beginning of year2016-12-31$120,598,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$219,000
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,972,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,100,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$55,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,326,000
Participant contributions at end of year2016-12-31$6,246,000
Participant contributions at beginning of year2016-12-31$7,362,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$30,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$7,000
Liabilities. Value of operating payables at end of year2016-12-31$325,000
Liabilities. Value of operating payables at beginning of year2016-12-31$118,000
Total non interest bearing cash at end of year2016-12-31$30,000
Total non interest bearing cash at beginning of year2016-12-31$120,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,559,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$123,039,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$120,480,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$32,724,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$41,048,000
Interest on participant loans2016-12-31$211,000
Value of interest in common/collective trusts at end of year2016-12-31$27,547,000
Value of interest in common/collective trusts at beginning of year2016-12-31$11,916,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$8,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$508,000
Net investment gain or loss from common/collective trusts2016-12-31$3,635,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$33,150,000
Assets. Invements in employer securities at beginning of year2016-12-31$36,483,000
Contributions received in cash from employer2016-12-31$2,491,000
Income. Dividends from common stock2016-12-31$872,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,683,000
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$23,637,000
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$23,662,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$6,028,000
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,137,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-5,927,000
Total unrealized appreciation/depreciation of assets2015-12-31$-5,927,000
Total transfer of assets from this plan2015-12-31$535,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$118,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,000
Total income from all sources (including contributions)2015-12-31$6,514,000
Total loss/gain on sale of assets2015-12-31$3,521,000
Total of all expenses incurred2015-12-31$7,837,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,795,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,388,000
Value of total assets at end of year2015-12-31$120,598,000
Value of total assets at beginning of year2015-12-31$122,348,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$42,000
Total interest from all sources2015-12-31$301,000
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,021,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,073,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$55,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,861,000
Participant contributions at end of year2015-12-31$7,362,000
Participant contributions at beginning of year2015-12-31$8,199,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$7,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$42,000
Liabilities. Value of operating payables at end of year2015-12-31$118,000
Liabilities. Value of operating payables at beginning of year2015-12-31$10,000
Total non interest bearing cash at end of year2015-12-31$120,000
Total non interest bearing cash at beginning of year2015-12-31$41,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,323,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$120,480,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$122,338,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$41,048,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$47,949,000
Interest on participant loans2015-12-31$228,000
Value of interest in common/collective trusts at end of year2015-12-31$11,916,000
Value of interest in common/collective trusts at beginning of year2015-12-31$1,864,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$73,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,809,000
Net investment gain or loss from common/collective trusts2015-12-31$19,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$36,483,000
Assets. Invements in employer securities at beginning of year2015-12-31$35,039,000
Contributions received in cash from employer2015-12-31$2,527,000
Income. Dividends from common stock2015-12-31$948,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,795,000
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$23,662,000
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$29,256,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$10,467,000
Aggregate carrying amount (costs) on sale of assets2015-12-31$6,946,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$7,373,000
Total unrealized appreciation/depreciation of assets2014-12-31$7,373,000
Total transfer of assets to this plan2014-12-31$1,177,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,000
Total income from all sources (including contributions)2014-12-31$22,911,000
Total loss/gain on sale of assets2014-12-31$4,010,000
Total of all expenses incurred2014-12-31$5,570,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,529,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,716,000
Value of total assets at end of year2014-12-31$122,348,000
Value of total assets at beginning of year2014-12-31$103,821,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,000
Total interest from all sources2014-12-31$259,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,870,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,028,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,015,000
Participant contributions at end of year2014-12-31$8,199,000
Participant contributions at beginning of year2014-12-31$8,025,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$185,000
Administrative expenses (other) incurred2014-12-31$41,000
Liabilities. Value of operating payables at end of year2014-12-31$10,000
Liabilities. Value of operating payables at beginning of year2014-12-31$1,000
Total non interest bearing cash at end of year2014-12-31$41,000
Total non interest bearing cash at beginning of year2014-12-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$17,341,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$122,338,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$103,820,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$47,949,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$38,865,000
Interest on participant loans2014-12-31$259,000
Value of interest in common/collective trusts at end of year2014-12-31$1,864,000
Value of interest in common/collective trusts at beginning of year2014-12-31$1,563,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-382,000
Net investment gain or loss from common/collective trusts2014-12-31$65,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$35,039,000
Assets. Invements in employer securities at beginning of year2014-12-31$27,657,000
Contributions received in cash from employer2014-12-31$2,701,000
Income. Dividends from common stock2014-12-31$842,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,529,000
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$29,256,000
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$27,524,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$12,243,000
Aggregate carrying amount (costs) on sale of assets2014-12-31$8,233,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$52,741,000
Total unrealized appreciation/depreciation of assets2013-12-31$52,741,000
Total transfer of assets to this plan2013-12-31$79,891,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$31,099,000
Total loss/gain on sale of assets2013-12-31$-36,492,000
Total of all expenses incurred2013-12-31$7,170,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,131,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,307,000
Value of total assets at end of year2013-12-31$103,821,000
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,000
Total interest from all sources2013-12-31$252,000
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,714,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,916,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,709,000
Participant contributions at end of year2013-12-31$8,025,000
Participant contributions at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$185,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$39,000
Liabilities. Value of operating payables at end of year2013-12-31$1,000
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$2,000
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$23,929,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$103,820,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$38,865,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$252,000
Value of interest in common/collective trusts at end of year2013-12-31$1,563,000
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,104,000
Net investment gain or loss from common/collective trusts2013-12-31$473,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$27,657,000
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$2,598,000
Income. Dividends from common stock2013-12-31$798,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,131,000
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$27,524,000
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$3,519,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$40,011,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558

Form 5500 Responses for ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO)

2023: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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