2023 Form 5500 filing — Porsche Employees' 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 20241015132816NAL0056367458001) for Porsche Employees' Retirement Plan, reported by Porsche Business Services, Inc. under EIN 36-4110345 and plan number 001. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132816NAL0056367458001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Porsche Business Services, Inc.
- EIN
- 36-4110345
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,232,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,232,450
- Total income / additions
- $6,199,166
- Benefits paid
- $2,011,284
- Administrative expenses
- $129,950
- Total expenses
- $2,141,234
- Net increase / (decrease)
- $4,057,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Invesco Advisors, Inc. | NONE | $111,467 | $0 |
| Jp Morgan Chase Bank N.A. | NONE | $18,483 | $0 |