2023 Form 5500 filing — Pgm Of Texas 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 20241010132539NAL0021042177001) for Pgm Of Texas Retirement Plan, reported by Pgm Of Texas, LLC under EIN 27-3380471 and plan number 001. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010132539NAL0021042177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pgm Of Texas, LLC
- EIN
- 27-3380471
- Plan number
- 001
- Location
- San Marcos, TX
- Participants
- 334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,605,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,605,841
- Employer contributions
- $681,406
- Participant contributions
- $682,242
- Total income / additions
- $1,988,524
- Benefits paid
- $224,560
- Administrative expenses
- $27,411
- Total expenses
- $251,971
- Net increase / (decrease)
- $1,736,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $11,989 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $10,499 | not reported in the loaded dataset |
| Alliance Benefit Group Of Houston | RECORDKEEPER | $3,900 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,072 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |