Puma Biotechnology, Inc. 401(K) Plan — Form 5500 plan (Puma Biotechnology, 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 Biotechnology, Inc. 401(K) Plan is a benefit plan reported by Puma Biotechnology, Inc. under EIN 77-0683487 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $34,894,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Puma Biotechnology, Inc.
- EIN
- 77-0683487
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $34,894,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241015112824NAL0016231427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,894,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,894,030
- Net assets (BOY)
- $26,461,096
Income & contributions
- Employer contributions
- $1,626,204
- Participant contributions
- $3,508,835
- Total contributions
- $5,566,227
- Total income / additions
- $10,589,188
Expenses & distributions
- Benefits paid
- $2,071,326
- Administrative expenses
- $84,928
- Total expenses
- $2,156,254
- Net increase / (decrease)
- $8,432,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | ADVISOR | $57,429 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $21,206 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,293 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Puma Biotechnology, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation