PEREZ Y CIA DE PUERTO RICO INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PEREZ Y CIA DE PUERTO RICO, INC RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : PEREZ Y CIA DE PUERTO RICO, INC RETIREMENT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-07-31 | 314 |
| Total liabilities as of the beginning of the plan year | 2025-07-31 | 314 |
| Total expenses incurred by plan in this plan year | 2025-07-31 | 292823 |
| Net assets as of the end of the plan year | 2025-07-31 | 471103 |
| Total assets as of the beginning of the plan year | 2025-07-31 | 656782 |
| Value of plan covered by a fidelity bond | 2025-07-31 | 46000 |
| Participant contributions to plan in this plan year | 2025-07-31 | 31670 |
| Other contributions to plan in this plan year | 2025-07-31 | 1705 |
| Other income to plan in this plan year | 2025-07-31 | 68860 |
| Plan net income in this plan year | 2025-07-31 | -185679 |
| Net assets as of the end of the plan year | 2025-07-31 | 470789 |
| Net assets as of the beginning of the plan year | 2025-07-31 | 656468 |
| Value of contributions failed to transmitted timely | 2025-07-31 | 36294 |
| Employer contributions to plan in this plan year | 2025-07-31 | 4909 |
| 2024 : PEREZ Y CIA DE PUERTO RICO, INC RETIREMENT PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-05-31 | 314 |
| Total expenses incurred by plan in this plan year | 2024-05-31 | 0 |
| Net assets as of the end of the plan year | 2024-05-31 | 656782 |
| Total assets as of the beginning of the plan year | 2024-05-31 | 534125 |
| Value of plan covered by a fidelity bond | 2024-05-31 | 46000 |
| Participant contributions to plan in this plan year | 2024-05-31 | 33559 |
| Other income to plan in this plan year | 2024-05-31 | 84007 |
| Plan net income in this plan year | 2024-05-31 | 122343 |
| Net assets as of the end of the plan year | 2024-05-31 | 656468 |
| Net assets as of the beginning of the plan year | 2024-05-31 | 534125 |
| Value of contributions failed to transmitted timely | 2024-05-31 | 36294 |
| Employer contributions to plan in this plan year | 2024-05-31 | 4777 |
| 2012 : PEREZ Y CIA DE PUERTO RICO, INC RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $51,165 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $198,983 |
| Total plan assets at beginning of year | 2012-12-31 | $147,818 |
| Total contributions received or receivable from participants | 2012-12-31 | $23,078 |
| Other income received | 2012-12-31 | $24,089 |
| Net income (gross income less expenses) | 2012-12-31 | $51,165 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $198,983 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $147,818 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $13,297 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $3,998 |
| 2011 : PEREZ Y CIA DE PUERTO RICO, INC RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $20,675 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $500 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $500 |
| Total plan assets at end of year | 2011-12-31 | $147,818 |
| Total plan assets at beginning of year | 2011-12-31 | $127,643 |
| Total contributions received or receivable from participants | 2011-12-31 | $24,488 |
| Other income received | 2011-12-31 | $-8,049 |
| Net income (gross income less expenses) | 2011-12-31 | $20,175 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $147,818 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $127,643 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $4,236 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : PEREZ Y CIA DE PUERTO RICO, INC RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $47,957 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $34,526 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $32,287 |
| Total plan assets at end of year | 2010-12-31 | $127,643 |
| Total plan assets at beginning of year | 2010-12-31 | $114,212 |
| Total contributions received or receivable from participants | 2010-12-31 | $26,758 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $4 |
| Other income received | 2010-12-31 | $16,509 |
| Net income (gross income less expenses) | 2010-12-31 | $13,431 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $127,643 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $114,212 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $4,690 |
| Value of corrective distributions | 2010-12-31 | $2,235 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : PEREZ Y CIA DE 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 securities | 2009-12-31 | $0 |
| 2012: PEREZ Y CIA DE PUERTO RICO, INC RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PEREZ Y CIA DE PUERTO RICO, INC RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PEREZ Y CIA DE PUERTO RICO, INC RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PEREZ Y CIA DE PUERTO RICO, INC RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
