2023 Form 5500 filing — Preti, Flaherty, Beliveau & Pachios, Llp Profit Sharing 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 20241008151414NAL0008506227001) for Preti, Flaherty, Beliveau & Pachios, Llp Profit Sharing Plan, reported by Preti, Flaherty, Beliveau & Pachios Llp under EIN 01-0502585 and plan number 002. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008151414NAL0008506227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Preti, Flaherty, Beliveau & Pachios Llp
- EIN
- 01-0502585
- Plan number
- 002
- Location
- Portland, ME
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,384,852
- Net assets (EOY)
- $116,384,852
- Employer contributions
- $2,041,551
- Participant contributions
- $2,267,254
- Total income / additions
- $22,235,580
- Benefits paid
- $3,499,617
- Administrative expenses
- $320,371
- Total expenses
- $3,821,064
- Net increase / (decrease)
- $18,414,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| H.M. Payson & Co | NONE | $205,402 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $43,692 | not reported in the loaded dataset |
| Ep Wealth Advisors LLC | NONE | $22,103 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $22,000 | not reported in the loaded dataset |
| R M Davis Inc. | NONE | $13,924 | not reported in the loaded dataset |
| Berry Dunn Mcneil & Parker LLC | NONE | $13,250 | not reported in the loaded dataset |
| Charles Schwab & Co Inc | NONE | $768 | $0 |