Putzmeister America, Inc. 401(K) Plan — Form 5500 plan (Putzmeister America, 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, Putzmeister America, Inc. 401(K) Plan is a benefit plan reported by Putzmeister America, Inc. under EIN 95-3755128 and plan number 001. The latest loaded filing year is 2023. The filing reports 384 participants and $30,555,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Putzmeister America, Inc.
- EIN
- 95-3755128
- Plan number
- 001
- Plan type
- 2
- Location
- Sturtevant, WI
- Latest filing year
- 2023
- Participants
- 384
- End-of-year plan assets
- $30,555,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 384 | H, C | 20241009090543NAL0010456515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,555,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,555,973
- Net assets (BOY)
- $25,990,320
Income & contributions
- Employer contributions
- $624,445
- Participant contributions
- $1,888,677
- Total contributions
- $3,016,186
- Total income / additions
- $7,284,110
Expenses & distributions
- Benefits paid
- $2,629,795
- Administrative expenses
- $88,662
- Total expenses
- $2,718,457
- Net increase / (decrease)
- $4,565,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $88,837 | $0 | 2023 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $37,769 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Putzmeister America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Sturtevant, WI
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation