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EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 401k Plan overview

Plan NameEVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN
Plan identification number 001

EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

EDGEWELL PERSONAL CARE PUERTO RICO INC has sponsored the creation of one or more 401k plans.

Company Name:EDGEWELL PERSONAL CARE PUERTO RICO INC
Employer identification number (EIN):660431679
NAIC Classification:443142
NAIC Description:Electronics Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01BILL MON
0012023-01-01ANTHONY RENELLA2024-07-29
0012022-01-01
0012022-01-01ALAN SCHECTMAN
0012021-01-01
0012021-01-01ALAN SCHECTMAN
0012020-01-01
0012019-01-01
0012018-01-01ALAN SCHECTMAN
0012011-01-01MARITZA SANTIAGO
0012009-01-01WALTER G. MOLINA

Plan Statistics for EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN

401k plan membership statisitcs for EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN

Measure Date Value
2023: EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0153
Total number of active participants reported on line 7a of the Form 55002023-01-0151
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0144
Total of all active and inactive participants2023-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0195
Number of participants with account balances2023-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0157
Total number of active participants reported on line 7a of the Form 55002022-01-0156
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0157
Number of participants with account balances2022-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0160
Total number of active participants reported on line 7a of the Form 55002021-01-0110
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0113
Number of participants with account balances2021-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0144
2020: EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0160
Total number of active participants reported on line 7a of the Form 55002020-01-0157
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0160
Number of participants with account balances2020-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0163
Total number of active participants reported on line 7a of the Form 55002019-01-0158
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0163
Number of participants with account balances2019-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0167
Total number of active participants reported on line 7a of the Form 55002018-01-0137
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0164
Number of participants with account balances2018-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2011: EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0149
Total number of active participants reported on line 7a of the Form 55002011-01-0136
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0145
Number of participants with account balances2011-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0148
Total number of active participants reported on line 7a of the Form 55002009-01-0139
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0147
Number of participants with account balances2009-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN

Measure Date Value
2023 : EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2023 401k financial data
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$320,703
Expenses. Total of all expenses incurred2023-12-31$151,486
Benefits paid (including direct rollovers)2023-12-31$151,486
Total plan assets at end of year2023-12-31$2,045,813
Total plan assets at beginning of year2023-12-31$1,876,596
Value of fidelity bond covering the plan2023-12-31$67,000
Total contributions received or receivable from participants2023-12-31$47,694
Other income received2023-12-31$237,147
Net income (gross income less expenses)2023-12-31$169,217
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,045,813
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,876,596
Total contributions received or receivable from employer(s)2023-12-31$35,862
2022 : EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$90
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-173,989
Expenses. Total of all expenses incurred2022-12-31$35,837
Total plan assets at end of year2022-12-31$1,876,596
Total plan assets at beginning of year2022-12-31$2,086,332
Value of fidelity bond covering the plan2022-12-31$67,000
Total contributions received or receivable from participants2022-12-31$51,917
Other income received2022-12-31$-263,596
Net income (gross income less expenses)2022-12-31$-209,826
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,876,596
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,086,332
Total contributions received or receivable from employer(s)2022-12-31$37,690
Value of corrective distributions2022-12-31$32,088
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,749
2021 : EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$338,621
Expenses. Total of all expenses incurred2021-12-31$94,581
Benefits paid (including direct rollovers)2021-12-31$94,581
Total plan assets at end of year2021-12-31$2,086,332
Total plan assets at beginning of year2021-12-31$1,842,292
Value of fidelity bond covering the plan2021-12-31$67,000
Total contributions received or receivable from participants2021-12-31$88,140
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$192,623
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$244,040
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,086,332
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,842,292
Total contributions received or receivable from employer(s)2021-12-31$57,858
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$350,424
Expenses. Total of all expenses incurred2020-12-31$302,952
Benefits paid (including direct rollovers)2020-12-31$302,387
Total plan assets at end of year2020-12-31$1,842,292
Total plan assets at beginning of year2020-12-31$1,794,820
Value of fidelity bond covering the plan2020-12-31$67,000
Total contributions received or receivable from participants2020-12-31$115,744
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$164,907
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$47,472
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,842,292
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,794,820
Total contributions received or receivable from employer(s)2020-12-31$69,773
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$565
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$385,506
Expenses. Total of all expenses incurred2019-12-31$263,607
Benefits paid (including direct rollovers)2019-12-31$263,342
Total plan assets at end of year2019-12-31$1,794,820
Total plan assets at beginning of year2019-12-31$1,672,921
Value of fidelity bond covering the plan2019-12-31$67,000
Total contributions received or receivable from participants2019-12-31$107,614
Expenses. Other expenses not covered elsewhere2019-12-31$265
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$216,018
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$121,899
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,794,820
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,672,921
Total contributions received or receivable from employer(s)2019-12-31$61,874
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$102,330
Expenses. Total of all expenses incurred2018-12-31$283,904
Benefits paid (including direct rollovers)2018-12-31$283,701
Total plan assets at end of year2018-12-31$1,672,921
Total plan assets at beginning of year2018-12-31$1,854,495
Value of fidelity bond covering the plan2018-12-31$67,000
Total contributions received or receivable from participants2018-12-31$84,969
Expenses. Other expenses not covered elsewhere2018-12-31$203
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-40,830
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-181,574
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,672,921
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,854,495
Total contributions received or receivable from employer(s)2018-12-31$58,191
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2011 : EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$64,748
Expenses. Total of all expenses incurred2011-12-31$111,971
Benefits paid (including direct rollovers)2011-12-31$111,822
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$688,873
Value of fidelity bond covering the plan2011-12-31$0
Assets. Value of tangible personal property2011-12-31$0
Total contributions received or receivable from participants2011-12-31$28,612
Assets. Value of loans (other than to participants)2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$149
Contributions received from other sources (not participants or employers)2011-12-31$11,493
Other income received2011-12-31$-2,113
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-47,223
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$688,873
Assets. Value of participant loans2011-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Assets. Value of assets in partnership/joint-venture interests2011-12-31$0
Assets. Value of real-estate (other than employer real property)2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$0
Assets. Value of employer securities2011-12-31$0
Assets. Value of employer real property2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$26,756
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$96,036
Expenses. Total of all expenses incurred2010-12-31$24
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$688,873
Total plan assets at beginning of year2010-12-31$572,861
Value of fidelity bond covering the plan2010-12-31$0
Assets. Value of tangible personal property2010-12-31$0
Total contributions received or receivable from participants2010-12-31$31,176
Assets. Value of loans (other than to participants)2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$24
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$35,667
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$96,012
Net plan assets at end of year (total assets less liabilities)2010-12-31$688,873
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$572,861
Assets. Value of participant loans2010-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Assets. Value of assets in partnership/joint-venture interests2010-12-31$0
Assets. Value of real-estate (other than employer real property)2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Assets. Value of employer securities2010-12-31$0
Assets. Value of employer real property2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$29,193
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN

2023: EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 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: EVEREADY PUERTO RICO, INC. 401 (K) PENSION 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: EVEREADY PUERTO RICO, INC. 401 (K) PENSION 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: EVEREADY PUERTO RICO, INC. 401 (K) PENSION 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: EVEREADY PUERTO RICO, INC. 401 (K) PENSION 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: EVEREADY PUERTO RICO, INC. 401 (K) PENSION 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
2011: EVEREADY PUERTO RICO, INC. 401 (K) PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: EVEREADY PUERTO RICO, INC. 401 (K) PENSION 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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