2023 Form 5500 filing — Pmg Retirement Savings 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 20240812163912NAL0009688417001) for Pmg Retirement Savings Plan, reported by Capital Personnel Services, Inc. Dba Pmg under EIN 74-2241256 and plan number 001. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812163912NAL0009688417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capital Personnel Services, Inc. Dba Pmg
- EIN
- 74-2241256
- Plan number
- 001
- Location
- Georgetown, TX
- Participants
- 362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,655,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,655,712
- Participant contributions
- $292,170
- Total income / additions
- $847,661
- Benefits paid
- $423,092
- Administrative expenses
- $2,737
- Total expenses
- $425,829
- Net increase / (decrease)
- $421,832
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Norton Retirement Services Inc. | THIRD PARTYADMINISTRATOR | $10,181 | $2,069 |
| Nationwide | RECORDKEEPER | $9,400 | $0 |
| One America Securities, Inc. | INVESTMENT MANAGER | $0 | $8,448 |