Putnam Automotive, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Putnam Automotive, 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, Putnam Automotive, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Putnam Automotive, Inc. under EIN 94-1230129 and plan number 003. The latest loaded filing year is 2023. The filing reports 230 participants and $7,251,719 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Putnam Automotive, Inc.
- EIN
- 94-1230129
- Plan number
- 003
- Plan type
- 2
- Location
- Burlingame, CA
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $7,251,719
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241011175828NAL0023373297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,251,719
- Total liabilities (EOY)
- $491
- Net assets (EOY)
- $7,251,228
- Net assets (BOY)
- $5,257,590
Income & contributions
- Employer contributions
- $124,832
- Participant contributions
- $949,523
- Total contributions
- $1,568,743
- Total income / additions
- $2,412,723
Expenses & distributions
- Benefits paid
- $413,322
- Administrative expenses
- $6,637
- Total expenses
- $431,354
- Net increase / (decrease)
- $1,981,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | BROKER/ADVISO R | $0 | $7,281 | 2023 |
| Osaic Wealth, Inc. | BROKER/ADVISO R | $0 | $7,281 | 2023 |
| Qualified Services, Inc. Dba | CONTRACT ADMIN | $3,750 | $0 | 2023 |
| Envestnet Retirement Solutions LLC | OTHER | $1,118 | $0 | 2023 |
| Empower Assets Group LLC | INVESTMENT MGMT | $868 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Putnam Automotive, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Burlingame, CA
- Kestra Investment Services LLC — Schedule C compensation
- Osaic Wealth, Inc. — Schedule C compensation
- Qualified Services, Inc. Dba — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation
- Empower Assets Group LLC — Schedule C compensation