2023 Form 5500 filing — Purposebuilt Brands 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 20241011143612NAL0022049569001) for Purposebuilt Brands 401(K) Plan, reported by Panamera Acquisition Holdings, Inc. D/B/A Purposebuilt Brands, Inc. under EIN 83-3526627 and plan number 001. It reports 405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011143612NAL0022049569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Panamera Acquisition Holdings, Inc. D/B/A Purposebuilt Brands, Inc.
- EIN
- 83-3526627
- Plan number
- 001
- Location
- Gurnee, IL
- Participants
- 405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,560,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,560,985
- Employer contributions
- $610,941
- Participant contributions
- $2,095,754
- Total income / additions
- $8,337,158
- Benefits paid
- $3,271,388
- Administrative expenses
- $100,537
- Total expenses
- $3,375,203
- Net increase / (decrease)
- $4,961,955
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $49,629 | not reported in the loaded dataset |
| Grant Thornton Llp | ACCOUNTANT | $24,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $22,350 | $0 |