Pgm Of Texas Retirement Plan — Form 5500 plan (Pgm Of Texas, 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, Pgm Of Texas Retirement Plan is a benefit plan reported by Pgm Of Texas, LLC under EIN 27-3380471 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $5,605,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pgm Of Texas, LLC
- EIN
- 27-3380471
- Plan number
- 001
- Plan type
- 2
- Location
- San Marcos, TX
- Latest filing year
- 2023
- Participants
- 334
- End-of-year plan assets
- $5,605,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20241010132539NAL0021042177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,605,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,605,841
- Net assets (BOY)
- $3,400,806
Income & contributions
- Employer contributions
- $681,406
- Participant contributions
- $682,242
- Total contributions
- $1,363,648
- Total income / additions
- $1,988,524
Expenses & distributions
- Benefits paid
- $224,560
- Administrative expenses
- $27,411
- Total expenses
- $251,971
- Net increase / (decrease)
- $1,736,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $11,989 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $10,499 | not reported in the loaded dataset | 2023 |
| Alliance Benefit Group Of Houston | RECORDKEEPER | $3,900 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,072 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pgm Of Texas, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Marcos, TX
- Transamerica Retirement Solutions — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Alliance Benefit Group Of Houston — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation