Puratos Usa Employee Savings Plan — Form 5500 plan (Puratos Corporation)
Plain-English plan 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, Puratos Usa Employee Savings Plan is a benefit plan reported by Puratos Corporation under EIN 04-2707059 and plan number 001. The latest loaded filing year is 2023. The filing reports 620 participants and $35,311,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Puratos Corporation
- EIN
- 04-2707059
- Plan number
- 001
- Plan type
- 2
- Location
- Pennsauken, NJ
- Latest filing year
- 2023
- Participants
- 620
- End-of-year plan assets
- $35,311,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 620 | H, C | 20240930152714NAL0005724865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,311,785
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,311,785
- Net assets (BOY)
- $28,489,032
Income & contributions
- Employer contributions
- $1,590,412
- Participant contributions
- $3,172,152
- Total contributions
- $5,279,572
- Total income / additions
- $10,809,000
Expenses & distributions
- Benefits paid
- $3,878,711
- Administrative expenses
- $92,098
- Total expenses
- $3,993,223
- Net increase / (decrease)
- $6,815,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,029 | $0 | 2023 |
| Wells Fargo Advisors | INVESTMENT ADVISORY | $30,000 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | INVESTMENT ADVISORY | $10,000 | not reported in the loaded dataset | 2023 |