Preservation Partners Management Group 401(K) Plan — Form 5500 plan (Preservation Partners Management Group)
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, Preservation Partners Management Group 401(K) Plan is a benefit plan reported by Preservation Partners Management Group under EIN 20-4727969 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $3,976,196 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Preservation Partners Management Group
- EIN
- 20-4727969
- Plan number
- 001
- Plan type
- 2
- Location
- Hermosa Beach, CA
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $3,976,196
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241015184708NAL0030667953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,976,196
- Total liabilities (EOY)
- $6,190
- Net assets (EOY)
- $3,970,006
- Net assets (BOY)
- $4,051,249
Income & contributions
- Employer contributions
- $47,878
- Participant contributions
- $95,781
- Total contributions
- $145,454
- Total income / additions
- $650,769
Expenses & distributions
- Benefits paid
- $727,829
- Administrative expenses
- $4,183
- Total expenses
- $732,012
- Net increase / (decrease)
- -$81,243
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Usa | RECORDKEPPER | $1,529 | $0 | 2023 |