2023 Form 5500 filing — Puzzlehr 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 20251015135935NAL0005059089001) for Puzzlehr 401(K) Plan, reported by Puzzle Solutions LLC under EIN 84-3110223 and plan number 001. It reports 204 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)$4.9MReported net assets$4,904,231
Participants204
Provider compensation$7.6K1 Schedule C row(s)$7,605
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251015135935NAL0005059089001
Plan sponsor
Puzzle Solutions LLC
EIN
84-3110223
Plan number
001
Location
Tampa, FL
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)$4.9M total assets
Net assets$4.9MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$805.9K
Benefits paid / distributions$798.3K
Contributions
Employer$635K
Participant$1.2M
Full reported line items
Total assets (EOY)
$4,904,231
Total liabilities (EOY)
$0
Net assets (EOY)
$4,904,231
Employer contributions
$635,039
Participant contributions
$1,249,345
Total income / additions
$3,536,204
Benefits paid
$798,312
Administrative expenses
$7,605
Total expenses
$805,917
Net increase / (decrease)
$2,730,287

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Betterment For Business, LLCRECORDKEEPER$7,605$0

Related Form 5500 pages