Plan5500

Pma Financial Network, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Pma Financial Network, LLC (EIN 36-3270709) is a plan sponsor located in Naperville, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-3270709
Location
Naperville, IL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Pma Financial Network, LLC

  • 2 loaded plans hold $41.4M in reported assets.
  • The largest, Pma Financial Network, LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 329 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$41.4MSummed across loaded plans$41,372,974
Total reported assets$41.4M$41,372,974
Total reported participants329
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$41.4M total assets
Net assets$41.4MLiabilities$0
Contributions & income
Employer contributions$1.7M
Participant contributions$2.1M
Total income / additions$10.1M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.4M
Net increase / (decrease)$7.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Pma Financial Network, LLC 401(K) Plan
Participants per plan165Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Pma Financial Network, LLC 401(K) Plan$41.4M
    Plan #001 · 197 participants · 2023
  2. 2
    Pma Financial Network (And Affiliates) Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 132 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Pma Financial Network, LLC. Open one for its full reported snapshot.

  1. 2023
    Pma Financial Network (And Affiliates) Welfare Benefit Plan132 participants · 2No schedules
    View filing →
  2. 2023
    Pma Financial Network (And Affiliates) Welfare Benefit Plan148 participants · 2No schedules
    View filing →
  3. 2023
    Pma Financial Network, LLC 401(K) Plan197 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Pma Financial Network, LLC report on Form 5500?
Pma Financial Network, LLC (EIN 36-3270709) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Pma Financial Network, LLC?
The Employer Identification Number (EIN) reported for Pma Financial Network, LLC is 36-3270709.
What is the latest Form 5500 filing year for Pma Financial Network, LLC?
The latest loaded Form 5500 filing year for Pma Financial Network, LLC is 2023.

Related Form 5500 pages