Plan5500

P & M Holding Group, Llp & Affiliated Entities Pension Plan — Form 5500 plan (P & M Holding Group, Llp)

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, P & M Holding Group, Llp & Affiliated Entities Pension Plan is a benefit plan reported by P & M Holding Group, Llp under EIN 38-1357951 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,381 participants and $226,480,347 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
P & M Holding Group, Llp
EIN
38-1357951
Plan number
004
Plan type
3
Location
Southfield, MI
Latest filing year
2023
Participants
1,381
End-of-year plan assets
$226,480,347

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,381H, C20250410085031NAL0023962321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$226,480,347
Net assets (EOY)
$226,480,347
Net assets (BOY)
$210,141,766

Income & contributions

Employer contributions
$20,270,238
Total contributions
$20,270,238
Total income / additions
$44,990,158

Expenses & distributions

Benefits paid
$28,559,998
Administrative expenses
$91,579
Total expenses
$28,651,577
Net increase / (decrease)
$16,338,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$74,485not reported in the loaded dataset2023
Moss Adams, LlpNONE$17,094not reported in the loaded dataset2023

Related Form 5500 pages