Puma North America, Inc. 401(K) Plan — Form 5500 plan (Puma North America, 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, Puma North America, Inc. 401(K) Plan is a benefit plan reported by Puma North America, Inc. under EIN 04-3280787 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,621 participants and $108,114,747 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Puma North America, Inc.
- EIN
- 04-3280787
- Plan number
- 001
- Plan type
- 2
- Location
- Somerville, MA
- Latest filing year
- 2023
- Participants
- 2,621
- End-of-year plan assets
- $108,114,747
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,621 | H, C | 20240729152837NAL0032361984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,114,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,114,747
- Net assets (BOY)
- $86,101,533
Income & contributions
- Employer contributions
- $3,869,967
- Participant contributions
- $9,066,899
- Total contributions
- $14,121,336
- Total income / additions
- $30,541,065
Expenses & distributions
- Benefits paid
- $8,362,654
- Administrative expenses
- $165,197
- Total expenses
- $8,527,851
- Net increase / (decrease)
- $22,013,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Royal Alliance Associates Inc | ADVISOR | $99,787 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $30,030 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | ACCOUNTANT/AUDITOR | $15,530 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$32,279 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Puma North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Somerville, MA
- Royal Alliance Associates Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation