Plan5500

F.L. Putnam Investment Management Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, F.L. Putnam Investment Management Company (EIN 01-0462678) is a plan sponsor located in Portland, ME with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
01-0462678
Location
Portland, ME
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for F.L. Putnam Investment Management Company

  • 1 loaded plans hold $2.8M in reported assets.
  • The largest, F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan, holds 100% of this company's reported plan assets.
  • Plans cover 109 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.7MSummed across loaded plans$2,726,837
Total reported assets$2.8M$2,806,873
Total reported participants109
Total reported liabilities$80K$80,036

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets
Net assets$2.7MLiabilities$80K
Contributions & income
Employer contributions$100K
Participant contributionsNot reported
Total income / additions$339.3K
Expenses & distributions
Benefits paid / distributions$90.6K
Total expenses$90.6K
Net increase / (decrease)$248.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan
Participants per plan109Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan$2.8M
    Plan #002 · 109 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for F.L. Putnam Investment Management Company. Open one for its full reported snapshot.

  1. 2023
    F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan109 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does F.L. Putnam Investment Management Company report on Form 5500?
F.L. Putnam Investment Management Company (EIN 01-0462678) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for F.L. Putnam Investment Management Company?
The Employer Identification Number (EIN) reported for F.L. Putnam Investment Management Company is 01-0462678.
What is the latest Form 5500 filing year for F.L. Putnam Investment Management Company?
The latest loaded Form 5500 filing year for F.L. Putnam Investment Management Company is 2023.

Related Form 5500 pages