Plan5500

Pultegroup, Inc. 401(K) Plan — Form 5500 plan (Pultegroup, 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, Pultegroup, Inc. 401(K) Plan is a benefit plan reported by Pultegroup, Inc. under EIN 38-2766606 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,945 participants and $1,096,875,658 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pultegroup, Inc.
EIN
38-2766606
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
10,945
End-of-year plan assets
$1,096,875,658

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,945H, C20240801081535NAL0050836802001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,096,875,658
Total liabilities (EOY)
$0
Net assets (EOY)
$1,096,875,658
Net assets (BOY)
$897,524,109

Income & contributions

Employer contributions
$27,812,018
Participant contributions
$60,480,250
Total contributions
$92,217,285
Total income / additions
$306,734,447

Expenses & distributions

Benefits paid
$106,666,204
Administrative expenses
$558,688
Total expenses
$107,382,898
Net increase / (decrease)
$199,351,549

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv. Inst. Ops. Co., Inc.RECORDKEEPER$369,746$02023
Strategic Advisors, Inc.ADVISOR$188,942not reported in the loaded dataset2023

Related Form 5500 pages