2023 Form 5500 filing — Payroll Made Easy, Inc Dba Continuum Retirement 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 20250203123611NAL0012862482001) for Payroll Made Easy, Inc Dba Continuum Retirement Savings Plan, reported by Payroll Made Easy, Inc. Dba Continuum Hr under EIN 65-0976069 and plan number 002. It reports 785 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250203123611NAL0012862482001
Filing year
2023
Form type
3
Plan sponsor
Payroll Made Easy, Inc. Dba Continuum Hr
EIN
65-0976069
Plan number
002
Location
Fort Myers, FL
Participants
785
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,954,471
Total liabilities (EOY)
$13,659
Net assets (EOY)
$19,940,812
Employer contributions
$901,822
Participant contributions
$1,954,781
Total income / additions
$5,937,327
Benefits paid
$2,116,646
Administrative expenses
$150,329
Total expenses
$2,274,509
Net increase / (decrease)
$3,662,818
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Slavic Integrated AdministrationTPA$98,916not reported in the loaded dataset
Slavic Mutual Fund Management CorpPORTFOLIO MGMT$22,922not reported in the loaded dataset
Fiduciary Partners Inv ConsultingINV ADVISORY$14,246not reported in the loaded dataset
Fiduciary Partners Retirement GroupINV ADVISORY$14,245not reported in the loaded dataset

Related Form 5500 pages