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KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 401k Plan overview

Plan NameKIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN
Plan identification number 030

KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

KIMBERLY - CLARK COMMERCIAL INC. has sponsored the creation of one or more 401k plans.

Company Name:KIMBERLY - CLARK COMMERCIAL INC.
Employer identification number (EIN):660258078
NAIC Classification:446190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0302024-01-01BARBARA FIGUEROA
0302023-01-01BARBARA FIGUEROA
0302022-01-01
0302022-01-01NANCY FERNANDEZ
0302021-01-01
0302021-01-01NANCY FERNANDEZ
0302020-01-01
0302019-01-01
0302018-01-01
0302017-01-01ALEXANDRA HILERA
0302016-01-01ALEXANDRA HILERA
0302015-01-01ALEXANDRA HILERA
0302014-01-01SHEILA RODRIGUEZ SHEILA RODRIGUEZ2015-10-06
0302013-01-01SHEILA RODRIGUEZ SHEILA RODRIGUEZ2014-10-15
0302012-01-01SHEILA RODRIGUEZ
0302011-01-01SHEILA RODRIGUEZ
0302009-01-01SHEILA RODRIGUEZ

Financial Data on KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN

Measure Date Value
2023 : KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$16,299
Total income from all sources (including contributions)2023-01-01$1,028,597
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$452,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$382,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$273,297
Value of total assets at end of year2023-01-01$7,588,090
Value of total assets at beginning of year2023-01-01$7,028,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$70,509
Total interest from all sources2023-01-01$1,139
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$214,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$214,999
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$35,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$10,923
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$8,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$16,299
Administrative expenses (other) incurred2023-01-01$69,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$575,762
Value of net assets at end of year (total assets less liabilities)2023-01-01$7,588,090
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$7,012,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$7,374,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$6,955,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$33,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$1,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$539,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$273,297
Employer contributions (assets) at end of year2023-01-01$168,900
Employer contributions (assets) at beginning of year2023-01-01$32,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$382,326
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01RSM PUERTO RICO
Accountancy firm EIN2023-01-01660388756
2022 : KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$16,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$33,170
Total income from all sources (including contributions)2022-12-31$-1,080,051
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$486,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$358,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$32,446
Value of total assets at end of year2022-12-31$7,028,627
Value of total assets at beginning of year2022-12-31$8,611,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$127,404
Total interest from all sources2022-12-31$582
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$158,543
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$158,543
Administrative expenses professional fees incurred2022-12-31$127,404
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$8,844
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$6,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$16,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$33,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,566,320
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,012,328
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,578,648
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$6,955,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,575,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$31,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$29,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$29,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,271,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$32,446
Employer contributions (assets) at end of year2022-12-31$32,446
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$358,865
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM PUERTO RICO
Accountancy firm EIN2022-12-31660388756
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$16,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$33,170
Total income from all sources (including contributions)2022-01-01$-1,080,051
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$486,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$358,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$32,446
Value of total assets at end of year2022-01-01$7,028,627
Value of total assets at beginning of year2022-01-01$8,611,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$127,404
Total interest from all sources2022-01-01$582
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$158,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$158,543
Administrative expenses professional fees incurred2022-01-01$127,404
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$35,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$8,844
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$6,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$16,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$33,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,566,320
Value of net assets at end of year (total assets less liabilities)2022-01-01$7,012,328
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$8,578,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$6,955,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$8,575,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$31,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,271,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$32,446
Employer contributions (assets) at end of year2022-01-01$32,446
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$358,865
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01RSM PUERTO RICO
Accountancy firm EIN2022-01-01660388756
2021 : KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$33,170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$37,793
Total income from all sources (including contributions)2021-12-31$616,063
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$467,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$354,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$118,100
Value of total assets at end of year2021-12-31$8,611,818
Value of total assets at beginning of year2021-12-31$8,467,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$112,554
Total interest from all sources2021-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$156,468
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$156,468
Administrative expenses professional fees incurred2021-12-31$93,225
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$6,931
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$33,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$37,793
Administrative expenses (other) incurred2021-12-31$19,329
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$148,522
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,578,648
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,430,126
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$8,575,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,375,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$29,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$31,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$31,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$341,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$118,100
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$53,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$354,987
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM PUERTO RICO
Accountancy firm EIN2021-12-31660388756
2020 : KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$37,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$27,508
Total income from all sources (including contributions)2020-12-31$1,072,772
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$434,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$350,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$212,277
Value of total assets at end of year2020-12-31$8,467,919
Value of total assets at beginning of year2020-12-31$7,819,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$83,964
Total interest from all sources2020-12-31$41
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$155,275
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$155,275
Administrative expenses professional fees incurred2020-12-31$83,964
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$35,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$8,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$37,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$27,508
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$638,533
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,430,126
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,791,593
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$8,375,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,691,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$31,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$28,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$28,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$705,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$212,277
Employer contributions (assets) at end of year2020-12-31$53,145
Employer contributions (assets) at beginning of year2020-12-31$89,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$350,275
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM PUERTO RICO
Accountancy firm EIN2020-12-31660388756
2019 : KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$27,508
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,735
Total income from all sources (including contributions)2019-12-31$1,396,636
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$422,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$334,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$252,021
Value of total assets at end of year2019-12-31$7,819,101
Value of total assets at beginning of year2019-12-31$6,829,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$87,907
Total interest from all sources2019-12-31$251
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$164,747
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$164,747
Administrative expenses professional fees incurred2019-12-31$87,907
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$35,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,528
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$27,508
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,735
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$973,773
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,791,593
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,817,820
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$7,691,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,452,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$28,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$27,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$27,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$979,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$252,021
Employer contributions (assets) at end of year2019-12-31$89,914
Employer contributions (assets) at beginning of year2019-12-31$345,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$334,956
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM PUERTO RICO
Accountancy firm EIN2019-12-31660388756
2018 : KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,735
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$150,589
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$434,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$343,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$480,161
Value of total assets at end of year2018-12-31$6,829,555
Value of total assets at beginning of year2018-12-31$7,101,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$90,451
Total interest from all sources2018-12-31$80
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$163,987
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$163,987
Administrative expenses professional fees incurred2018-12-31$90,451
Was this plan covered by a fidelity bond2018-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,757
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$11,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-283,575
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,817,820
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,101,395
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$6,452,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,986,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$27,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$29,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$29,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$80
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-493,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$480,161
Employer contributions (assets) at end of year2018-12-31$345,825
Employer contributions (assets) at beginning of year2018-12-31$82,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$343,713
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM PUERTO RICO
Accountancy firm EIN2018-12-31660388756
2017 : KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,209,428
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$490,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$381,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$188,807
Value of total assets at end of year2017-12-31$7,101,395
Value of total assets at beginning of year2017-12-31$6,382,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$109,134
Total interest from all sources2017-12-31$83
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$109,494
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$109,494
Administrative expenses professional fees incurred2017-12-31$109,134
Was this plan covered by a fidelity bond2017-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$173,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$5
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$718,709
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,101,395
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,382,686
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$6,986,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,120,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$29,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$31,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$31,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$83
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$911,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$188,807
Employer contributions (assets) at end of year2017-12-31$82,223
Employer contributions (assets) at beginning of year2017-12-31$57,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$381,585
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM PUERTO RICO
Accountancy firm EIN2017-12-31660388756
2016 : KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$733,543
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$432,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$372,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$149,544
Value of total assets at end of year2016-12-31$6,382,686
Value of total assets at beginning of year2016-12-31$6,082,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$60,491
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$103,077
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$103,077
Administrative expenses professional fees incurred2016-12-31$60,491
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$173,702
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$170,937
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$300,639
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,382,686
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,082,047
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$6,120,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,006,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$31,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$30,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$30,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$309,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$149,544
Employer contributions (assets) at end of year2016-12-31$57,177
Employer contributions (assets) at beginning of year2016-12-31$41,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$372,413
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM PUERTO RICO
Accountancy firm EIN2016-12-31660388756
2015 : KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-42,213
Total unrealized appreciation/depreciation of assets2015-12-31$-42,213
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,343
Total income from all sources (including contributions)2015-12-31$92,109
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$482,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$352,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$41,568
Value of total assets at end of year2015-12-31$6,082,047
Value of total assets at beginning of year2015-12-31$6,481,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$130,469
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$79,220
Was this plan covered by a fidelity bond2015-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$38
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,343
Administrative expenses (other) incurred2015-12-31$51,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-390,743
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,082,047
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,472,790
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$6,006,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,450,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$30,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$30,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$30,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$92,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$41,568
Employer contributions (assets) at end of year2015-12-31$41,568
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$352,383
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM PUERTO RICO
Accountancy firm EIN2015-12-31660388756
2014 : KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$188,588
Total unrealized appreciation/depreciation of assets2014-12-31$188,588
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,983
Total income from all sources (including contributions)2014-12-31$450,682
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$442,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$340,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$151,937
Value of total assets at end of year2014-12-31$6,481,133
Value of total assets at beginning of year2014-12-31$6,477,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$102,184
Total interest from all sources2014-12-31$110,157
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$72,147
Was this plan covered by a fidelity bond2014-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$38
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$12,983
Administrative expenses (other) incurred2014-12-31$30,037
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$8,118
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,472,790
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,464,672
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$6,450,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,347,165
Interest earned on other investments2014-12-31$110,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$30,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$27,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$27,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$151,937
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$98,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$340,380
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RSM ROC & COMPANY
Accountancy firm EIN2014-12-31660388756
2013 : KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,066,157
Total unrealized appreciation/depreciation of assets2013-12-31$1,066,157
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,983
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$1,243,846
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$403,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$306,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$98,743
Value of total assets at end of year2013-12-31$6,477,655
Value of total assets at beginning of year2013-12-31$5,624,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$96,684
Total interest from all sources2013-12-31$78,946
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$72,261
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$12,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$24,423
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$840,280
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,464,672
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,624,392
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$6,347,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,595,628
Interest earned on other investments2013-12-31$78,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$27,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$25,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$25,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$98,743
Employer contributions (assets) at end of year2013-12-31$98,743
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$306,882
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RSM ROC & COMPANY
Accountancy firm EIN2013-12-31660388756
2012 : KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$583,143
Total unrealized appreciation/depreciation of assets2012-12-31$583,143
Total income from all sources (including contributions)2012-12-31$866,620
Total of all expenses incurred2012-12-31$430,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$304,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$186,912
Value of total assets at end of year2012-12-31$5,624,392
Value of total assets at beginning of year2012-12-31$5,188,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$126,130
Total interest from all sources2012-12-31$5,965
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$87,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$107,406
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,916
Other income not declared elsewhere2012-12-31$3,253
Administrative expenses (other) incurred2012-12-31$18,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$435,764
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,624,392
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,188,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,595,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,019,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$25,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$24,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$24,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$186,912
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$140,384
Income. Dividends from common stock2012-12-31$87,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$304,726
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RSM ROC & COMPANY
Accountancy firm EIN2012-12-31660388756
2011 : KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$400,592
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$336,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$245,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$390,451
Value of total assets at end of year2011-12-31$5,188,628
Value of total assets at beginning of year2011-12-31$5,124,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$90,810
Total interest from all sources2011-12-31$6,601
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$83,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$81,053
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,916
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,846
Other income not declared elsewhere2011-12-31$-79,463
Administrative expenses (other) incurred2011-12-31$9,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$64,291
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,188,628
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,124,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,019,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,912,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$24,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$17,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$17,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$390,451
Employer contributions (assets) at end of year2011-12-31$140,384
Employer contributions (assets) at beginning of year2011-12-31$189,987
Income. Dividends from common stock2011-12-31$83,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$245,491
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RSM ROC & COMPANY
Accountancy firm EIN2011-12-31660388756
2010 : KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$518,567
Total unrealized appreciation/depreciation of assets2010-12-31$518,567
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,102,730
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$238,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$179,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$508,086
Value of total assets at end of year2010-12-31$5,124,337
Value of total assets at beginning of year2010-12-31$4,260,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$58,796
Total interest from all sources2010-12-31$3,117
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$72,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$45,911
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,153
Administrative expenses (other) incurred2010-12-31$12,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$863,973
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,124,337
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,260,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,912,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,114,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$17,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$12,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$12,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$508,086
Employer contributions (assets) at end of year2010-12-31$189,987
Employer contributions (assets) at beginning of year2010-12-31$128,769
Income. Dividends from common stock2010-12-31$72,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$179,961
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RSM ROC & COMPANY
Accountancy firm EIN2010-12-31660388756
2009 : KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN

2022: KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 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: KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 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: KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 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: KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 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: KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 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: KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 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: KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 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: KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 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: KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 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: KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KIMBERLY - CLARK PUERTO RICO, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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