Pioneer Management Retirement Plan — Form 5500 plan (Pioneer 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, Pioneer Management Retirement Plan is a benefit plan reported by Pioneer Management Inc. under EIN 46-1105334 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $471,825 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pioneer Management Inc.
EIN
46-1105334
Plan number
001
Plan type
2
Location
Foxborough, MA
Latest filing year
2023
Participants
4
End-of-year plan assets
$471,825

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234I20240913085523NAL0019341618001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$471,825
Total liabilities (EOY)
$1,755
Net assets (EOY)
$470,070
Net assets (BOY)
$389,472

Income & contributions

Employer contributions
$4,180
Participant contributions
$19,500
Total income / additions
$81,984

Expenses & distributions

Administrative expenses
$1,386
Total expenses
$1,386
Net increase / (decrease)
$80,598

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages