2023 Form 5500 filing — P & M Holding Group, Llp & Affiliated Entities Tax 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 20250410084631NAL0011670435001) for P & M Holding Group, Llp & Affiliated Entities Tax Savings Plan, reported by P & M Holding Group, Llp under EIN 38-1357951 and plan number 003. It reports 5,019 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410084631NAL0011670435001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- P & M Holding Group, Llp
- EIN
- 38-1357951
- Plan number
- 003
- Location
- Southfield, MI
- Participants
- 5,019
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $655,435,670
- Net assets (EOY)
- $655,435,670
- Employer contributions
- $12,402,390
- Participant contributions
- $41,432,204
- Total income / additions
- $140,110,649
- Benefits paid
- $49,384,168
- Administrative expenses
- $292,242
- Total expenses
- $49,678,915
- Net increase / (decrease)
- $90,431,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $275,098 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $17,094 | not reported in the loaded dataset |