Potamkin Retirement Plan — Form 5500 plan (Pmc, LLC)

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, Potamkin Retirement Plan is a benefit plan reported by Pmc, LLC under EIN 01-0906769 and plan number 001. The latest loaded filing year is 2023. The filing reports 935 participants and $27,031,901 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pmc, LLC
EIN
01-0906769
Plan number
001
Plan type
2
Location
Hialeah, FL
Latest filing year
2023
Participants
935
End-of-year plan assets
$27,031,901

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023935H, C20241014100522NAL0026981473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,031,901
Total liabilities (EOY)
$0
Net assets (EOY)
$27,031,901
Net assets (BOY)
$22,961,310

Income & contributions

Employer contributions
$444,783
Participant contributions
$2,327,429
Total contributions
$2,825,845
Total income / additions
$6,373,565

Expenses & distributions

Benefits paid
$2,137,042
Administrative expenses
$139,601
Total expenses
$2,302,974
Net increase / (decrease)
$4,070,591

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
401k Advisors IncINVESTMENT/FINANCIAL ADVI$120,537$02023
Adp, Inc.RECORD KEEPER$79,128$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages