2023 Form 5500 filing — Porsche Employee Savings Plan And Trust
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 20241015132023NAL0028552721001) for Porsche Employee Savings Plan And Trust, reported by Porsche Business Services, Inc. under EIN 36-4110345 and plan number 002. It reports 1,208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$203.7MReported net assets$203,739,232
Participants1.2K1,208
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015132023NAL0028552721001
- Plan sponsor
- Porsche Business Services, Inc.
- EIN
- 36-4110345
- Plan number
- 002
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$203.7M total assets
Net assets$203.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $203,739,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $203,739,232
- Employer contributions
- $7,184,823
- Participant contributions
- $9,718,387
- Total income / additions
- $56,190,238
- Benefits paid
- $15,393,188
- Administrative expenses
- -$61,501
- Total expenses
- $15,339,483
- Net increase / (decrease)
- $40,850,755
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $53,363 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$114,864 | $0 |