2023 Form 5500 filing — Property Management, Inc. Employee'S 401(K) Plan
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 20240701114326NAL0007853330001) for Property Management, Inc. Employee'S 401(K) Plan, reported by Property Management, Inc. under EIN 23-1697288 and plan number 002. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701114326NAL0007853330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Property Management, Inc.
- EIN
- 23-1697288
- Plan number
- 002
- Location
- Lemoyne, PA
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,683,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,683,529
- Employer contributions
- $185,809
- Participant contributions
- $1,055,793
- Total income / additions
- $2,766,465
- Benefits paid
- $709,822
- Administrative expenses
- $90,884
- Total expenses
- $800,951
- Net increase / (decrease)
- $1,965,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $49,493 | $0 |
| Triad Hybrid Solutions, LLC | INVESTMENT ADVISOR | $25,177 | not reported in the loaded dataset |
| Pa Retirement Solutions, Inc. | TPA | $6,215 | $9,167 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,383 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,716 | not reported in the loaded dataset |