2023 Form 5500 filing — Program Management Group 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 20240930121616NAL0003230739003) for Program Management Group Retirement Plan, reported by Program Management Group, LLC under EIN 73-1582343 and plan number 001. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.3MReported net assets$3,264,847
Participants28
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930121616NAL0003230739003
Plan sponsor
Program Management Group, LLC
EIN
73-1582343
Plan number
001
Location
Tulsa, OK
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$709.6K
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
Employer$49.4K
Participant$83.6K
Full reported line items
Total assets (EOY)
$3,264,847
Total liabilities (EOY)
$0
Net assets (EOY)
$3,264,847
Employer contributions
$49,388
Participant contributions
$83,611
Total income / additions
$709,582
Benefits paid
$2,394,964
Total expenses
$2,394,964
Net increase / (decrease)
-$1,685,382

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930121616NAL0003230739003 cover?
It is the 2023 Form 5500 filing for Program Management Group Retirement Plan, reported by Program Management Group, LLC (EIN 73-1582343).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages