Money Purchase Β· DOL Form 5500 Β· 2022

Marilyn E. Putnam a Law Corporation Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

N/A
Total assets
1
Participants

Sponsored by Marilyn E. Putnam, Β· California Β· Professional & Technical Services

What the 2022 filing shows

Marilyn E. Putnam a Law Corporation Retirement Plan holds N/A for 1 participants.

N/A
total plan assets (2022 EOY)
1
covered participants
Total Assets (2023)
N/A
Participants
1
State
Industry
Professional & Technical Services

What the Filing Says About Marilyn E. Putnam a Law Corporation Retirement Plan

Marilyn E. Putnam a Law Corporation Retirement Plan is a Money Purchase retirement plan sponsored by Marilyn E. Putnam,, headquartered in California. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 1 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 942974325, and the plan has been effective since 1986-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeMoney Purchase
Employer EIN942974325
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Marilyn E. Putnam a Law Corporation Retirement Plan?
As of the 2022 Form 5500 filing, Marilyn E. Putnam a Law Corporation Retirement Plan holds N/A in total assets with 1 participants. It is sponsored by Marilyn E. Putnam,.
What type of plan is Marilyn E. Putnam a Law Corporation Retirement Plan?
Marilyn E. Putnam a Law Corporation Retirement Plan is a Money Purchase plan. It has been effective since 1986-01-01. The plan is filed with the U.S. Department of Labor under EIN 942974325.
Who sponsors the Marilyn E. Putnam a Law Corporation Retirement Plan?
Marilyn E. Putnam a Law Corporation Retirement Plan is sponsored by Marilyn E. Putnam,, located in California. The sponsor's EIN is 942974325 and the plan operates in the Professional & Technical Services industry.
How did Marilyn E. Putnam a Law Corporation Retirement Plan perform in 2022?
Marilyn E. Putnam a Law Corporation Retirement Plan held N/A in total assets at the end of 2022.
Where can I find official filings for Marilyn E. Putnam a Law Corporation Retirement Plan?
Official Form 5500 filings for Marilyn E. Putnam a Law Corporation Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942974325 or plan name at efast.dol.gov.
How does Marilyn E. Putnam a Law Corporation Retirement Plan compare to other plans?
You can compare Marilyn E. Putnam a Law Corporation Retirement Plan against other Money Purchase plans on the plan type page, or view plans in California on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942974325.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.