2023 Form 5500 filing — Putnam Automotive, Inc. 401(K) Profit Sharing 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 20241011175828NAL0023373297001) for Putnam Automotive, Inc. 401(K) Profit Sharing Plan, reported by Putnam Automotive, Inc. under EIN 94-1230129 and plan number 003. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011175828NAL0023373297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Putnam Automotive, Inc.
- EIN
- 94-1230129
- Plan number
- 003
- Location
- Burlingame, CA
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,251,719
- Total liabilities (EOY)
- $491
- Net assets (EOY)
- $7,251,228
- Employer contributions
- $124,832
- Participant contributions
- $949,523
- Total income / additions
- $2,412,723
- Benefits paid
- $413,322
- Administrative expenses
- $6,637
- Total expenses
- $431,354
- Net increase / (decrease)
- $1,981,369
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | BROKER/ADVISO R | $0 | $7,281 |
| Osaic Wealth, Inc. | BROKER/ADVISO R | $0 | $7,281 |
| Qualified Services, Inc. Dba | CONTRACT ADMIN | $3,750 | $0 |
| Envestnet Retirement Solutions LLC | OTHER | $1,118 | $0 |
| Empower Assets Group LLC | INVESTMENT MGMT | $868 | $0 |