2023 Form 5500 filing — Pmc Group 401(K) Plan For Collective Bargaining Employees
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 20241015141702NAL0016598291001) for Pmc Group 401(K) Plan For Collective Bargaining Employees, reported by Pmc Group N.A., Inc. under EIN 23-3070031 and plan number 002. It reports 218 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)$11.2MReported net assets$11,197,474
Participants218
Provider compensation$16.9K2 Schedule C row(s)$16,899
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015141702NAL0016598291001
- Plan sponsor
- Pmc Group N.A., Inc.
- EIN
- 23-3070031
- Plan number
- 002
- Location
- Mount Laurel, NJ
- Received date
- not reported in the loaded dataset
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)$11.2M total assets
Net assets$11.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,197,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,197,474
- Employer contributions
- $549,243
- Participant contributions
- $895,402
- Total income / additions
- $2,960,701
- Benefits paid
- $1,690,078
- Administrative expenses
- $20,171
- Total expenses
- $1,749,650
- Net increase / (decrease)
- $1,211,051
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities | ADVISOR | $10,801 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $6,098 | $0 |