2023 Form 5500 filing — Puma Biotechnology, 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 20241015112824NAL0016231427001) for Puma Biotechnology, Inc. 401(K) Plan, reported by Puma Biotechnology, Inc. under EIN 77-0683487 and plan number 001. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112824NAL0016231427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Puma Biotechnology, Inc.
- EIN
- 77-0683487
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,894,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,894,030
- Employer contributions
- $1,626,204
- Participant contributions
- $3,508,835
- Total income / additions
- $10,589,188
- Benefits paid
- $2,071,326
- Administrative expenses
- $84,928
- Total expenses
- $2,156,254
- Net increase / (decrease)
- $8,432,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | ADVISOR | $57,429 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $21,206 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $6,293 | not reported in the loaded dataset |