2023 Form 5500 filing — Putnam Automotive, Inc. 401(K) Profit Sharing 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 20241011175828NAL0023373297001) for Putnam Automotive, Inc. 401(K) Profit Sharing Plan, reported by Putnam Automotive, Inc. under EIN 94-1230129 and plan number 003. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.3MReported net assets$7,251,228
Participants230
Provider compensation$20.3K5 Schedule C row(s)$20,298
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011175828NAL0023373297001
Plan sponsor
Putnam Automotive, Inc.
EIN
94-1230129
Plan number
003
Location
Burlingame, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.3M total assets
Net assets$7.3MLiabilities$491
Money in vs. money out
Total income / additions$2.4M
Total expenses$431.4K
Benefits paid / distributions$413.3K
Contributions
Employer$124.8K
Participant$949.5K
Full reported line items
Total assets (EOY)
$7,251,719
Total liabilities (EOY)
$491
Net assets (EOY)
$7,251,228
Employer contributions
$124,832
Participant contributions
$949,523
Total income / additions
$2,412,723
Benefits paid
$413,322
Administrative expenses
$6,637
Total expenses
$431,354
Net increase / (decrease)
$1,981,369
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER/ADVISO R · Direct $0 · Indirect $7.3K
  2. 2
    BROKER/ADVISO R · Direct $0 · Indirect $7.3K
  3. 3
    CONTRACT ADMIN · Direct $3.8K · Indirect $0
  4. 4
    OTHER · Direct $1.1K · Indirect $0
  5. 5
    INVESTMENT MGMT · Direct $868 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011175828NAL0023373297001 cover?
It is the 2023 Form 5500 filing for Putnam Automotive, Inc. 401(K) Profit Sharing Plan, reported by Putnam Automotive, Inc. (EIN 94-1230129).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages