2023 Form 5500 filing — Piece Management, Inc. Employee Stock Ownership 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 20241014143558NAL0052695170001) for Piece Management, Inc. Employee Stock Ownership Plan, reported by Piece Management, Inc. under EIN 11-3278050 and plan number 002. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143558NAL0052695170001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Piece Management, Inc.
- EIN
- 11-3278050
- Plan number
- 002
- Location
- New Hyde Park, NY
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,849,505
- Total liabilities (EOY)
- $4,500,000
- Net assets (EOY)
- $10,349,505
- Employer contributions
- $792,746
- Total income / additions
- $1,898,359
- Benefits paid
- $128,040
- Administrative expenses
- $64,455
- Total expenses
- $305,241
- Net increase / (decrease)
- $1,593,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ives & Sultan Llp | ACCOUNTING | $20,000 | not reported in the loaded dataset |
| Sc&H Capital | VALUATION | $16,500 | not reported in the loaded dataset |
| Alerus Financial N.A | TRUSTEE | $15,275 | not reported in the loaded dataset |
| Bsi | RECORDKEEPING | $12,680 | not reported in the loaded dataset |