2023 Form 5500 filing — Puris Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617173807NAL0001261123001) for Puris Retirement Plan, reported by Puris Holdings LLC under EIN 84-3057865 and plan number 333. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240617173807NAL0001261123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Puris Holdings LLC
- EIN
- 84-3057865
- Plan number
- 333
- Location
- Minneapolis, MN
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $70,159
- Participant contributions
- $711,452
- Total income / additions
- $1,356,223
- Benefits paid
- $821,218
- Administrative expenses
- $44,603
- Total expenses
- $865,821
- Net increase / (decrease)
- $490,402
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $33,464 | $0 |
| Mma Securities LLC | INVESTMENT ADVISOR | $10,765 | not reported in the loaded dataset |
| The Finway Group LLC | CONTRACT ADMIN | $9,728 | not reported in the loaded dataset |