Project Management Advisors, Inc. 401(K) Plan And Trust — Form 5500 plan (Project Management Advisors, 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, Project Management Advisors, Inc. 401(K) Plan And Trust is a benefit plan reported by Project Management Advisors, Inc. under EIN 36-3888970 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $29,037,604 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29MPlan net assets, end of year$29,037,604
Participants258Covered participants reported
Assets / participant$112.5KComputed: assets ÷ participants$112,549 (computed)
Provider compensation$59K2 Schedule C provider row(s)$58,987
- Plan sponsor
- Project Management Advisors, Inc.
- EIN
- 36-3888970
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20240827095824NAL0010745281001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$29M total assets
Net assets$29MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $29,037,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,037,604
- Net assets (BOY)
- $21,427,714
Income & contributions
- Employer contributions
- $1,608,265
- Participant contributions
- $2,778,199
- Total contributions
- $5,320,952
- Total income / additions
- $9,210,632
Expenses & distributions
- Benefits paid
- $1,602,875
- Administrative expenses
- $1,838
- Total expenses
- $1,600,742
- Net increase / (decrease)
- $7,609,890
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $0 | $57,149 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,838 | $0 | 2023 |