Purposebuilt Brands 401(K) Plan — Form 5500 plan (Panamera Acquisition Holdings, Inc. D/B/A Purposebuilt Brands, 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, Purposebuilt Brands 401(K) Plan is a benefit plan reported by Panamera Acquisition Holdings, Inc. D/B/A Purposebuilt Brands, Inc. under EIN 83-3526627 and plan number 001. The latest loaded filing year is 2023. The filing reports 405 participants and $28,560,985 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Panamera Acquisition Holdings, Inc. D/B/A Purposebuilt Brands, Inc.
- EIN
- 83-3526627
- Plan number
- 001
- Plan type
- 2
- Location
- Gurnee, IL
- Latest filing year
- 2023
- Participants
- 405
- End-of-year plan assets
- $28,560,985
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 405 | H, C | 20241011143612NAL0022049569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,560,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,560,985
- Net assets (BOY)
- $23,528,961
Income & contributions
- Employer contributions
- $610,941
- Participant contributions
- $2,095,754
- Total contributions
- $4,056,089
- Total income / additions
- $8,337,158
Expenses & distributions
- Benefits paid
- $3,271,388
- Administrative expenses
- $100,537
- Total expenses
- $3,375,203
- Net increase / (decrease)
- $4,961,955
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $49,629 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | ACCOUNTANT | $24,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $22,350 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Panamera Acquisition Holdings, Inc. D/B/A Purposebuilt Brands, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Gurnee, IL
- Sageview Advisory Group, LLC — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation