How many benefit plans does Project Management Advisors, Inc. report on Form 5500?

Project Management Advisors, Inc. (EIN 36-3888970) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Project Management Advisors, Inc.?

The Employer Identification Number (EIN) reported for Project Management Advisors, Inc. is 36-3888970.

What is the latest Form 5500 filing year for Project Management Advisors, Inc.?

The latest loaded Form 5500 filing year for Project Management Advisors, Inc. is 2023.

Project Management Advisors, Inc. — 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, Project Management Advisors, Inc. (EIN 36-3888970) is a plan sponsor located in Chicago, 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: 36-3888970
Location: Chicago, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $29,037,604
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $29,037,604

Contributions & income

Employer contributions: $1,608,265
Participant contributions: $2,778,199
Total income / additions: $9,210,632

Expenses & distributions

Benefits paid / distributions: $1,602,875
Total expenses: $1,600,742
Net increase / (decrease): $7,609,890

Coverage

Total reported participants: 438
Plans with financial statements: 1
Plans with provider compensation: 2

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.

Largest loaded plans by reported assets

Project Management Advisors, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Project Management Advisors, Inc. 401(K) Plan And Trust	001	258	$29,037,604	2023
Project Management Advisors, Inc. Health & Welfare Plan	508	180	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Project Management Advisors, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Project Management Advisors, Inc. Health & Welfare Plan	180	C	20240731092735NAL0022000833001
2023	Project Management Advisors, Inc. 401(K) Plan And Trust	258	H, C	20240827095824NAL0010745281001