2023 Form 5500 filing — Ptm Corporation 401(K) Profit Sharing Plan & Trust

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 20240816114344NAL0030374130001) for Ptm Corporation 401(K) Profit Sharing Plan & Trust, reported by Ptm Corporation under EIN 38-1906661 and plan number 001. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.6MReported net assets$12,566,405
Participants357
Provider compensation$49.7K2 Schedule C row(s)$49,728
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240816114344NAL0030374130001
Plan sponsor
Ptm Corporation
EIN
38-1906661
Plan number
001
Location
Fair Haven, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$482.6K
Participant$793.9K
Full reported line items
Total assets (EOY)
$12,566,405
Total liabilities (EOY)
$0
Net assets (EOY)
$12,566,405
Employer contributions
$482,558
Participant contributions
$793,943
Total income / additions
$3,006,002
Benefits paid
$1,632,683
Administrative expenses
$59,713
Total expenses
$1,692,396
Net increase / (decrease)
$1,313,606
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $28.7K
  2. 2
    RECORDKEEPER · Direct $21K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240816114344NAL0030374130001 cover?
It is the 2023 Form 5500 filing for Ptm Corporation 401(K) Profit Sharing Plan & Trust, reported by Ptm Corporation (EIN 38-1906661).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages