2023 Form 5500 filing — Project Management Institute Employee Savings 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 20241114131110NAL0010732435001) for Project Management Institute Employee Savings Plan, reported by Project Management Institute, Inc. under EIN 23-1887442 and plan number 003. It reports 724 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114131110NAL0010732435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Project Management Institute, Inc.
- EIN
- 23-1887442
- Plan number
- 003
- Location
- Newtown Square, PA
- Participants
- 724
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,600,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,600,646
- Employer contributions
- $4,191,196
- Participant contributions
- $4,704,186
- Total income / additions
- $26,230,883
- Benefits paid
- $6,991,002
- Administrative expenses
- $8,670
- Total expenses
- $6,999,672
- Net increase / (decrease)
- $19,231,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $8,670 | not reported in the loaded dataset |