P&M Holding Group, Llp Cash Balance 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 Cash Balance Plan is a benefit plan reported by P&M Holding Group, Llp under EIN 38-1357951 and plan number 006. The latest loaded filing year is 2023. The filing reports 385 participants and $71,715,615 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$71.7MPlan net assets, end of year$71,715,615
Participants385Covered participants reported
Assets / participant$186.3KComputed: assets ÷ participants$186,274 (computed)
Provider compensation$17.3K1 Schedule C provider row(s)$17,343
- Plan sponsor
- P&M Holding Group, Llp
- EIN
- 38-1357951
- Plan number
- 006
- Plan type
- 2
- Location
- Southfield, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20250411125325NAL0023238625001 |
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)$71.7M total assets
Net assets$71.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $71,715,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,715,615
- Net assets (BOY)
- $55,934,642
Income & contributions
- Employer contributions
- $20,261,464
- Total contributions
- $20,261,464
- Total income / additions
- $23,699,637
Expenses & distributions
- Benefits paid
- $7,910,891
- Administrative expenses
- $7,773
- Total expenses
- $7,918,664
- Net increase / (decrease)
- $15,780,973
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.
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab Trust Bank | NONE | $17,343 | not reported in the loaded dataset | 2023 |