P & M Holding Group, Llp — 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, P & M Holding Group, Llp (EIN 38-1357951) is a plan sponsor located in Southfield, MI 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
- 38-1357951
- Location
- Southfield, MI
- Loaded plans
- 5
- Total reported participants
- 13,451
- Total reported plan assets (EOY)
- $953,631,632
- Plans with financial data
- 3
- Plans with provider compensation
- 3
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| P & M Holding Group, Llp & Affiliated Entities Tax Savings Plan | 003 | 5,019 | $655,435,670 | 2023 |
| P & M Holding Group, Llp & Affiliated Entities Pension Plan | 004 | 1,381 | $226,480,347 | 2023 |
| P&M Holding Group, Llp Cash Balance Plan | 006 | 385 | $71,715,615 | 2023 |
| Plante & Moran Group Life Insurance | 502 | 3,416 | not reported in the loaded dataset | 2023 |
| Plante & Moran Group Health Insurance Plan | 501 | 3,250 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Plante & Moran Group Life Insurance | 3,416 | — | 20241210104813NAL0010112033001 |
| 2023 | P & M Holding Group, Llp & Affiliated Entities Tax Savings Plan | 5,019 | H, C | 20250410084631NAL0011670435001 |
| 2023 | P & M Holding Group, Llp & Affiliated Entities Pension Plan | 1,381 | H, C | 20250410085031NAL0023962321001 |
| 2023 | P&M Holding Group, Llp Cash Balance Plan | 385 | H, C | 20250411125325NAL0023238625001 |
| 2023 | Plante & Moran Group Health Insurance Plan | 3,250 | — | 20250603125454NAL0029579330001 |