Pezold Management Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pezold Management Associates, 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, Pezold Management Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pezold Management Associates, Inc. under EIN 58-1179998 and plan number 001. The latest loaded filing year is 2023. The filing reports 545 participants and $9,497,884 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.5MPlan net assets, end of year$9,497,884
Participants545Covered participants reported
Assets / participant$17.4KComputed: assets ÷ participants$17,427 (computed)
Provider compensation$111.2K3 Schedule C provider row(s)$111,159
- Plan sponsor
- Pezold Management Associates, Inc.
- EIN
- 58-1179998
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 545 | H, C | 20241014094514NAL0026939537001 |
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)$9.5M total assets
Net assets$9.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,497,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,497,884
- Net assets (BOY)
- $9,384,425
Income & contributions
- Employer contributions
- $335,385
- Participant contributions
- $477,271
- Total contributions
- $812,656
- Total income / additions
- $2,176,854
Expenses & distributions
- Benefits paid
- $1,979,947
- Administrative expenses
- $83,448
- Total expenses
- $2,063,395
- Net increase / (decrease)
- $113,459
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $77,982 | $0 | 2023 |
| Broadstreet Capital Advisors, LLC | INVESTMENT ADVISORY | $0 | $23,794 | 2023 |
| Erisa Services, Inc | CONTRACT ADMINISTRATOR | $5,555 | $3,828 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pezold Management Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Columbus, GA
- Principal Life Insurance Company — Schedule C compensation
- Broadstreet Capital Advisors, LLC — Schedule C compensation
- Erisa Services, Inc — Schedule C compensation