2023 Form 5500 filing — Primed Management Consulting Services, Inc. 401(K) 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 20241011173741NAL0012816915001) for Primed Management Consulting Services, Inc. 401(K) Plan, reported by Primed Management Consulting Services, Inc. under EIN 68-0193329 and plan number 001. It reports 849 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011173741NAL0012816915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Primed Management Consulting Services, Inc.
- EIN
- 68-0193329
- Plan number
- 001
- Location
- San Ramon, CA
- Participants
- 849
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,618,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,618,834
- Employer contributions
- $3,435,937
- Participant contributions
- $6,152,098
- Total income / additions
- $29,105,179
- Benefits paid
- $7,606,993
- Administrative expenses
- $140,070
- Total expenses
- $7,747,063
- Net increase / (decrease)
- $21,358,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $115,316 | $0 |
| Armanino Llp | ACCOUNTANT | $24,753 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |