2023 Form 5500 filing — Pitt, Mcgehee, Palmer & Rivers, P.C.

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240531093125NAL0014552545001) for Pitt, Mcgehee, Palmer & Rivers, P.C., reported by Pitt, Mcgehee, Palmer, & Rivers P.C. under EIN 38-3075067 and plan number 001. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6MReported net assets$6,028,937
Participants22
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240531093125NAL0014552545001
Plan sponsor
Pitt, Mcgehee, Palmer, & Rivers P.C.
EIN
38-3075067
Plan number
001
Location
Royal Oak, MI
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6M total assets
Net assets$6MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$93.4K
Benefits paid / distributions$85.7K
Contributions
Employer$389.7K
Participant$206.2K
Full reported line items
Total assets (EOY)
$6,028,937
Total liabilities (EOY)
$0
Net assets (EOY)
$6,028,937
Employer contributions
$389,738
Participant contributions
$206,168
Total income / additions
$1,410,159
Benefits paid
$85,703
Administrative expenses
$7,711
Total expenses
$93,414
Net increase / (decrease)
$1,316,745

Related Form 5500 pages