2023 Form 5500 filing — Pmc Global, Inc. And Subsidiaries Employees' 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 20241008112036NAL0028430624001) for Pmc Global, Inc. And Subsidiaries Employees' Retirement Savings Plan, reported by Pmc Global, Inc. under EIN 95-4605938 and plan number 001. It reports 1,587 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008112036NAL0028430624001
Filing year
2023
Form type
2
Plan sponsor
Pmc Global, Inc.
EIN
95-4605938
Plan number
001
Location
Sun Valley, CA
Participants
1,587
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$74,252,334
Total liabilities (EOY)
$0
Net assets (EOY)
$74,252,334
Employer contributions
$1,755,625
Participant contributions
$5,245,387
Total income / additions
$18,305,237
Benefits paid
$6,506,275
Administrative expenses
$145,842
Total expenses
$6,828,638
Net increase / (decrease)
$11,476,599
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$84,094$0
Morgan Stanley Global BankingSERVICE PROVIDER$48,748not reported in the loaded dataset
Miller Kaplan Arase LlpSERVICE PROVIDER$13,000not reported in the loaded dataset

Related Form 5500 pages