Ptm Management Corp. Employee Stock Ownership Plan — Form 5500 plan (Ptm 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, Ptm Management Corp. Employee Stock Ownership Plan is a benefit plan reported by Ptm Management Corp. under EIN 11-3620341 and plan number 003. The latest loaded filing year is 2023. The filing reports 630 participants and $29,798,368 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ptm Management Corp.
EIN
11-3620341
Plan number
003
Plan type
2
Location
Jamaica, NY
Latest filing year
2023
Participants
630
End-of-year plan assets
$29,798,368

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023630H20241031134546NAL0001247779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,798,368
Total liabilities (EOY)
$11,957,392
Net assets (EOY)
$17,840,976
Net assets (BOY)
$6,014,643

Income & contributions

Employer contributions
$1,146,311
Total contributions
$1,146,311
Total income / additions
$12,756,959

Expenses & distributions

Benefits paid
$473,396
Administrative expenses
$0
Total expenses
$930,626
Net increase / (decrease)
$11,826,333

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages