2023 Form 5500 filing — Putzmeister America, Inc. 401(K) 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 20241009090543NAL0010456515001) for Putzmeister America, Inc. 401(K) Plan, reported by Putzmeister America, Inc. under EIN 95-3755128 and plan number 001. It reports 384 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009090543NAL0010456515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Putzmeister America, Inc.
- EIN
- 95-3755128
- Plan number
- 001
- Location
- Sturtevant, WI
- Participants
- 384
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,555,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,555,973
- Employer contributions
- $624,445
- Participant contributions
- $1,888,677
- Total income / additions
- $7,284,110
- Benefits paid
- $2,629,795
- Administrative expenses
- $88,662
- Total expenses
- $2,718,457
- Net increase / (decrease)
- $4,565,653
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $88,837 | $0 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $37,769 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |