Preti, Flaherty, Beliveau & Pachios, Llp Profit Sharing Plan — Form 5500 plan (Preti, Flaherty, Beliveau & Pachios Llp)
Plain-English plan 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, Preti, Flaherty, Beliveau & Pachios, Llp Profit Sharing Plan is a benefit plan reported by Preti, Flaherty, Beliveau & Pachios Llp under EIN 01-0502585 and plan number 002. The latest loaded filing year is 2023. The filing reports 299 participants and $116,384,852 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Preti, Flaherty, Beliveau & Pachios Llp
- EIN
- 01-0502585
- Plan number
- 002
- Plan type
- 2
- Location
- Portland, ME
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $116,384,852
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241008151414NAL0008506227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $116,384,852
- Net assets (EOY)
- $116,384,852
- Net assets (BOY)
- $97,970,336
Income & contributions
- Employer contributions
- $2,041,551
- Participant contributions
- $2,267,254
- Total contributions
- $4,625,768
- Total income / additions
- $22,235,580
Expenses & distributions
- Benefits paid
- $3,499,617
- Administrative expenses
- $320,371
- Total expenses
- $3,821,064
- Net increase / (decrease)
- $18,414,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| H.M. Payson & Co | NONE | $205,402 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $43,692 | not reported in the loaded dataset | 2023 |
| Ep Wealth Advisors LLC | NONE | $22,103 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| R M Davis Inc. | NONE | $13,924 | not reported in the loaded dataset | 2023 |
| Berry Dunn Mcneil & Parker LLC | NONE | $13,250 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co Inc | NONE | $768 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Preti, Flaherty, Beliveau & Pachios Llp
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Portland, ME
- H.M. Payson & Co — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Ep Wealth Advisors LLC — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- R M Davis Inc. — Schedule C compensation
- Berry Dunn Mcneil & Parker LLC — Schedule C compensation
- Charles Schwab & Co Inc — Schedule C compensation