Puig North America Salary Deferral Plan — Form 5500 plan (Puig 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, Puig North America Salary Deferral Plan is a benefit plan reported by Puig North America, Inc. under EIN 13-1978157 and plan number 002. The latest loaded filing year is 2023. The filing reports 341 participants and $27,765,318 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Puig North America, Inc.
EIN
13-1978157
Plan number
002
Plan type
2
Location
New York City, NY
Latest filing year
2023
Participants
341
End-of-year plan assets
$27,765,318

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023341H, C20241015115036NAL0047665312001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,765,318
Total liabilities (EOY)
$0
Net assets (EOY)
$27,765,318
Net assets (BOY)
$22,208,977

Income & contributions

Employer contributions
$854,503
Participant contributions
$1,950,791
Total contributions
$3,087,473
Total income / additions
$7,083,655

Expenses & distributions

Benefits paid
$1,472,740
Administrative expenses
$54,574
Total expenses
$1,527,314
Net increase / (decrease)
$5,556,341

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$33,074$02023
Cbiz Mhm, LLCACCOUNTANT/AUDITOR$21,500not reported in the loaded dataset2023

Related Form 5500 pages