Puris Retirement Plan — Form 5500 plan (Puris Holdings LLC)
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, Puris Retirement Plan is a benefit plan reported by Puris Holdings LLC under EIN 84-3057865 and plan number 333. The latest loaded filing year is 2023. The filing reports 363 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Puris Holdings LLC
- EIN
- 84-3057865
- Plan number
- 333
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20240617173807NAL0001261123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $4,245,337
Income & contributions
- Employer contributions
- $70,159
- Participant contributions
- $711,452
- Total contributions
- $826,392
- Total income / additions
- $1,356,223
Expenses & distributions
- Benefits paid
- $821,218
- Administrative expenses
- $44,603
- Total expenses
- $865,821
- Net increase / (decrease)
- $490,402
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $33,464 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $10,765 | not reported in the loaded dataset | 2023 |
| The Finway Group LLC | CONTRACT ADMIN | $9,728 | not reported in the loaded dataset | 2023 |