Porsche Employee Savings Plan And Trust — 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 Employee Savings Plan And Trust is a benefit plan reported by Porsche Business Services, Inc. under EIN 36-4110345 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,208 participants and $203,739,232 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$203.7MPlan net assets, end of year$203,739,232
Participants1.2KCovered participants reported1,208
Assets / participant$168.7KComputed: assets ÷ participants$168,658 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
Plan sponsor
Porsche Business Services, Inc.
EIN
36-4110345
Plan number
002
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,208 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$203.7M total assets
Net assets$203.7MLiabilities$0
Money in vs. money out
Total income / additions$56.2M
Total expenses$15.3M
Benefits paid / distributions$15.4M
Contributions
Employer$7.2M
Participant$9.7M
Full reported line items

Net assets

Total assets (EOY)
$203,739,232
Total liabilities (EOY)
$0
Net assets (EOY)
$203,739,232
Net assets (BOY)
$162,888,477

Income & contributions

Employer contributions
$7,184,823
Participant contributions
$9,718,387
Total contributions
$18,084,137
Total income / additions
$56,190,238

Expenses & distributions

Benefits paid
$15,393,188
Administrative expenses
-$61,501
Total expenses
$15,339,483
Net increase / (decrease)
$40,850,755
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    ADVISOR · Direct $53.4K
  2. 2
    RECORDKEEPER · Direct -$114.9K · Indirect $0

Related Form 5500 pages