Property Management, Inc. Employee'S 401(K) Plan — Form 5500 plan (Property Management, 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, Property Management, Inc. Employee'S 401(K) Plan is a benefit plan reported by Property Management, Inc. under EIN 23-1697288 and plan number 002. The latest loaded filing year is 2023. The filing reports 327 participants and $13,683,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Property Management, Inc.
- EIN
- 23-1697288
- Plan number
- 002
- Plan type
- 2
- Location
- Lemoyne, PA
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $13,683,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20240701114326NAL0007853330001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,683,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,683,529
- Net assets (BOY)
- $11,718,015
Income & contributions
- Employer contributions
- $185,809
- Participant contributions
- $1,055,793
- Total contributions
- $1,310,178
- Total income / additions
- $2,766,465
Expenses & distributions
- Benefits paid
- $709,822
- Administrative expenses
- $90,884
- Total expenses
- $800,951
- Net increase / (decrease)
- $1,965,514
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $49,493 | $0 | 2023 |
| Triad Hybrid Solutions, LLC | INVESTMENT ADVISOR | $25,177 | not reported in the loaded dataset | 2023 |
| Pa Retirement Solutions, Inc. | TPA | $6,215 | $9,167 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,383 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,716 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Property Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lemoyne, PA
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Triad Hybrid Solutions, LLC — Schedule C compensation
- Pa Retirement Solutions, Inc. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation