Prism Management Company Inc Profit Sharing Plan — Form 5500 plan (Prism Management Company 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, Prism Management Company Inc Profit Sharing Plan is a benefit plan reported by Prism Management Company Inc under EIN 95-3961525 and plan number 004. The latest loaded filing year is 2023. The filing reports 13 participants and $3,758,066 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.8MPlan net assets, end of year$3,758,066
Participants13Covered participants reported
Assets / participant$289.1KComputed: assets ÷ participants$289,082 (computed)
Provider compensationNone reported
Plan sponsor
Prism Management Company Inc
EIN
95-3961525
Plan number
004
Plan type
2
Location
Northridge, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313I20240820171956NAL0002861361001
Schedule I · 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)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$697.5K
Total expenses$49.8K
Benefits paid / distributions$49.2K
Contributions
Employer$224.9K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$3,758,066
Total liabilities (EOY)
$0
Net assets (EOY)
$3,758,066
Net assets (BOY)
$3,110,336

Income & contributions

Employer contributions
$224,887
Participant contributions
$0
Total income / additions
$697,513

Expenses & distributions

Benefits paid
$49,242
Administrative expenses
$541
Total expenses
$49,783
Net increase / (decrease)
$647,730
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.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income7%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages