Plan5500

Pr Management, Corp. Retirement Plan — Form 5500 plan (Pr Management, Corp.)

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, Pr Management, Corp. Retirement Plan is a benefit plan reported by Pr Management, Corp. under EIN 01-0757637 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,497 participants and $9,442,376 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pr Management, Corp.
EIN
01-0757637
Plan number
001
Plan type
2
Location
Newton, MA
Latest filing year
2023
Participants
1,497
End-of-year plan assets
$9,442,376

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,497H, C20241015122017NAL0028393281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,442,376
Net assets (EOY)
$9,442,376
Net assets (BOY)
$8,127,203

Income & contributions

Employer contributions
$149,252
Participant contributions
$877,469
Total contributions
$1,026,721
Total income / additions
$2,486,822

Expenses & distributions

Benefits paid
$1,110,688
Administrative expenses
$16,697
Total expenses
$1,171,649
Net increase / (decrease)
$1,315,173

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pinnacle Pension Consultants, LLCINVESTMENT ADVISORY- PLAN$11,000not reported in the loaded dataset2023
Transamerica Life Insurance CompanyRECORDKEEPER$5,698$02023

Related Form 5500 pages