Plan5500

Porsche Employees' Retirement Plan — Form 5500 plan (Porsche Business Services, Inc.)

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, Porsche Employees' Retirement Plan is a benefit plan reported by Porsche Business Services, Inc. under EIN 36-4110345 and plan number 001. The latest loaded filing year is 2023. The filing reports 434 participants and $55,232,450 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Porsche Business Services, Inc.
EIN
36-4110345
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
434
End-of-year plan assets
$55,232,450

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023434H, C20241015132816NAL0056367458001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,232,450
Total liabilities (EOY)
$0
Net assets (EOY)
$55,232,450
Net assets (BOY)
$51,174,518

Income & contributions

Total contributions
$0
Total income / additions
$6,199,166

Expenses & distributions

Benefits paid
$2,011,284
Administrative expenses
$129,950
Total expenses
$2,141,234
Net increase / (decrease)
$4,057,932

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Invesco Advisors, Inc.NONE$111,467$02023
Jp Morgan Chase Bank N.A.NONE$18,483$02023

Related Form 5500 pages