2023 Form 5500 filing — Project Management Advisors, Inc. 401(K) Plan And 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 20240827095824NAL0010745281001) for Project Management Advisors, Inc. 401(K) Plan And Trust, reported by Project Management Advisors, Inc. under EIN 36-3888970 and plan number 001. It reports 258 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)$29MReported net assets$29,037,604
Participants258
Provider compensation$59K2 Schedule C row(s)$58,987
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240827095824NAL0010745281001
- Plan sponsor
- Project Management Advisors, Inc.
- EIN
- 36-3888970
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
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)$29M total assets
Net assets$29MLiabilities$0
Full reported line items
- Total assets (EOY)
- $29,037,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,037,604
- Employer contributions
- $1,608,265
- Participant contributions
- $2,778,199
- Total income / additions
- $9,210,632
- Benefits paid
- $1,602,875
- Administrative expenses
- $1,838
- Total expenses
- $1,600,742
- Net increase / (decrease)
- $7,609,890
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $0 | $57,149 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,838 | $0 |