2023 Form 5500 filing — Pal Management, Inc. Employee 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 20241010105454NAL0039800098001) for Pal Management, Inc. Employee Savings Plan, reported by Pal Management, Inc. under EIN 41-1704817 and plan number 001. It reports 181 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)$5.6MReported net assets$5,556,284
Participants181
Provider compensation$56.8K4 Schedule C row(s)$56,801
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010105454NAL0039800098001
Plan sponsor
Pal Management, Inc.
EIN
41-1704817
Plan number
001
Location
Burnsville, MN
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$440.9K
Benefits paid / distributions$379.4K
Contributions
Employer$95.8K
Participant$452.7K
Full reported line items
Total assets (EOY)
$5,556,284
Total liabilities (EOY)
$0
Net assets (EOY)
$5,556,284
Employer contributions
$95,773
Participant contributions
$452,704
Total income / additions
$1,317,521
Benefits paid
$379,387
Administrative expenses
$51,431
Total expenses
$440,900
Net increase / (decrease)
$876,621
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $25.4K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $14.5K
  3. 3
    CONTRACT ADMIN · Direct $9.1K · Indirect $4.8K
  4. 4
    INVESTMENT MANAGEMENT · Direct $2.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010105454NAL0039800098001 cover?
It is the 2023 Form 5500 filing for Pal Management, Inc. Employee Savings Plan, reported by Pal Management, Inc. (EIN 41-1704817).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages