Pmhg 401(K) Plan — Form 5500 plan (Pm Hospitality Strategies, 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, Pmhg 401(K) Plan is a benefit plan reported by Pm Hospitality Strategies, Inc. under EIN 54-1811207 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,949 participants and $23,096,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pm Hospitality Strategies, Inc.
- EIN
- 54-1811207
- Plan number
- 001
- Plan type
- 2
- Location
- Chevy Chase, MD
- Latest filing year
- 2023
- Participants
- 2,949
- End-of-year plan assets
- $23,096,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,949 | H, C | 20241014161807NAL0013608435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,096,766
- Total liabilities (EOY)
- $217,186
- Net assets (EOY)
- $22,879,580
- Net assets (BOY)
- $13,445,897
Income & contributions
- Employer contributions
- $671,946
- Participant contributions
- $2,795,655
- Total contributions
- $4,576,799
- Total income / additions
- $7,244,804
Expenses & distributions
- Benefits paid
- $1,931,139
- Administrative expenses
- $118,081
- Total expenses
- $2,173,032
- Net increase / (decrease)
- $5,071,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $62,249 | $0 | 2023 |
| Kestra Investment Services LLC | ADVISOR | $36,332 | not reported in the loaded dataset | 2023 |
| Snyder Cohn Pc | ACCOUNTANT/AUDITOR | $19,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pm Hospitality Strategies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Chevy Chase, MD
- Fidelity Investments Institutional — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Snyder Cohn Pc — Schedule C compensation