2023 Form 5500 filing — Procter & Gamble Profit Sharing Trust & Employee Stock Ownership 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 20241206063919NAL0003631555001) for Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, reported by The Procter & Gamble Company under EIN 31-0411980 and plan number 002. It reports 66,017 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206063919NAL0003631555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Procter & Gamble Company
- EIN
- 31-0411980
- Plan number
- 002
- Location
- Cincinnati, OH
- Participants
- 66,017
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,091,305,753
- Total liabilities (EOY)
- $797,841,276
- Net assets (EOY)
- $22,293,464,477
- Employer contributions
- $347,278,785
- Total income / additions
- $2,770,367,540
- Benefits paid
- $1,420,585,751
- Administrative expenses
- $2,657,600
- Total expenses
- $1,460,829,413
- Net increase / (decrease)
- $1,309,538,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $1,858,641 | $0 |
| Northern Trust Company | NONE | $394,680 | $0 |
| Blackrock | NONE | $314,664 | $0 |
| State Street Bank & Trust Co. | NONE | $79,440 | $0 |