Ptc 401k Savings Plan — Form 5500 plan (Ptc Inc.)

Plain-English plan 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, Ptc 401k Savings Plan is a benefit plan reported by Ptc Inc. under EIN 04-2866152 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,213 participants and $816,069,008 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ptc Inc.
EIN
04-2866152
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
4,213
End-of-year plan assets
$816,069,008

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,213H, C20241014081045NAL0012999075004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$816,069,008
Net assets (EOY)
$816,069,008
Net assets (BOY)
$689,420,954

Income & contributions

Employer contributions
$9,087,043
Participant contributions
$33,408,851
Total contributions
$53,719,638
Total income / additions
$176,563,448

Expenses & distributions

Benefits paid
$50,010,662
Administrative expenses
$104,921
Total expenses
$50,122,106
Net increase / (decrease)
$126,441,342

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial ServicesBROKER$83,333not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$21,588$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages