Pmt Group, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (The Pmt Group, Inc.)

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, Pmt Group, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by The Pmt Group, Inc. under EIN 06-0500150 and plan number 003. The latest loaded filing year is 2023. The filing reports 205 participants and $27,731,413 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Pmt Group, Inc.
EIN
06-0500150
Plan number
003
Plan type
2
Location
Bridgeport, CT
Latest filing year
2023
Participants
205
End-of-year plan assets
$27,731,413

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20240513172642NAL0078273202001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,731,413
Total liabilities (EOY)
$0
Net assets (EOY)
$27,731,413
Net assets (BOY)
$25,584,755

Income & contributions

Employer contributions
$451,612
Participant contributions
$1,085,565
Total contributions
$1,567,532
Total income / additions
$5,589,467

Expenses & distributions

Benefits paid
$3,432,944
Administrative expenses
$9,865
Total expenses
$3,442,809
Net increase / (decrease)
$2,146,658

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$6,766not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$8,227$02023

Related Form 5500 pages