2023 Form 5500 filing — Princeton Properties Management, Inc. Retirement 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 20240924113652NAL0017416176001) for Princeton Properties Management, Inc. Retirement Plan, reported by Princeton Properties Management, Inc. under EIN 04-3139264 and plan number 002. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924113652NAL0017416176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Princeton Properties Management, Inc.
- EIN
- 04-3139264
- Plan number
- 002
- Location
- Lowell, MA
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,722,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,722,769
- Employer contributions
- $351,986
- Participant contributions
- $1,417,759
- Total income / additions
- $4,418,204
- Benefits paid
- $1,191,396
- Administrative expenses
- $70,558
- Total expenses
- $1,261,954
- Net increase / (decrease)
- $3,156,250
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Graystone Consulting Middleton | INVESTMENT ADVISOR | $58,028 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $12,530 | $0 |