2023 Form 5500 filing — Puma North America, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729152837NAL0032361984001) for Puma North America, Inc. 401(K) Plan, reported by Puma North America, Inc. under EIN 04-3280787 and plan number 001. It reports 2,621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729152837NAL0032361984001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Puma North America, Inc.
- EIN
- 04-3280787
- Plan number
- 001
- Location
- Somerville, MA
- Participants
- 2,621
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,114,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,114,747
- Employer contributions
- $3,869,967
- Participant contributions
- $9,066,899
- Total income / additions
- $30,541,065
- Benefits paid
- $8,362,654
- Administrative expenses
- $165,197
- Total expenses
- $8,527,851
- Net increase / (decrease)
- $22,013,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Royal Alliance Associates Inc | ADVISOR | $99,787 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $30,030 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | ACCOUNTANT/AUDITOR | $15,530 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$32,279 | $0 |