2023 Form 5500 filing — Pmta/Ila - Defined Contribution Pension 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 20241016114832NAL0052936864001) for Pmta/Ila - Defined Contribution Pension Plan, reported by Pmta/Ila - Defined Contribution Pension Plan under EIN 23-6534704 and plan number 002. It reports 1,093 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016114832NAL0052936864001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pmta/Ila - Defined Contribution Pension Plan
- EIN
- 23-6534704
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 1,093
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $127,999,840
- Total liabilities (EOY)
- $11,250
- Net assets (EOY)
- $127,988,590
- Employer contributions
- $10,325,444
- Participant contributions
- $1,376,559
- Total income / additions
- $33,913,314
- Benefits paid
- $10,212,018
- Administrative expenses
- $223,396
- Total expenses
- $10,435,414
- Net increase / (decrease)
- $23,477,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ila Benefit Fund Office | NONE | $65,763 | not reported in the loaded dataset |
| Benefit Processing Inc. | NONE | $45,850 | not reported in the loaded dataset |
| Strategic Advisors | NONE | $34,523 | not reported in the loaded dataset |
| Cozen O'Conner | NONE | $19,956 | not reported in the loaded dataset |
| Spear Wilderman | NONE | $15,000 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $12,526 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $8,750 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$104,500 | $0 |