Puzzlehr 401(K) Plan — Form 5500 plan (Puzzle Solutions 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, Puzzlehr 401(K) Plan is a benefit plan reported by Puzzle Solutions LLC under EIN 84-3110223 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $4,904,231 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.9MPlan net assets, end of year$4,904,231
Participants204Covered participants reported
Assets / participant$24KComputed: assets ÷ participants$24,040 (computed)
Provider compensation$7.6K1 Schedule C provider row(s)$7,605
Plan sponsor
Puzzle Solutions LLC
EIN
84-3110223
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20251015135935NAL0005059089001
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)$4.9M total assets
Net assets$4.9MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$805.9K
Benefits paid / distributions$798.3K
Contributions
Employer$635K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$4,904,231
Total liabilities (EOY)
$0
Net assets (EOY)
$4,904,231
Net assets (BOY)
$0

Income & contributions

Employer contributions
$635,039
Participant contributions
$1,249,345
Total contributions
$3,088,022
Total income / additions
$3,536,204

Expenses & distributions

Benefits paid
$798,312
Administrative expenses
$7,605
Total expenses
$805,917
Net increase / (decrease)
$2,730,287
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 34%Participant 66%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Betterment For Business, LLCRECORDKEEPER$7,605$02023

Related Form 5500 pages