Princenthal, May & Wilson, LLC Retirement Plan — Form 5500 plan (Princenthal, May & Wilson, 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, Princenthal, May & Wilson, LLC Retirement Plan is a benefit plan reported by Princenthal, May & Wilson, LLC under EIN 46-4461086 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $1,672,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Princenthal, May & Wilson, LLC
- EIN
- 46-4461086
- Plan number
- 001
- Plan type
- 2
- Location
- Sandy Springs, GA
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $1,672,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20250221104430NAL0010464656001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,672,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,672,225
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $89,859
- Total income / additions
- $229,975
Expenses & distributions
- Benefits paid
- $3,444
- Administrative expenses
- $1,282
- Total expenses
- $4,726
- Net increase / (decrease)
- $225,249
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.