How many benefit plans does Preservation Management, Inc. report on Form 5500?

Preservation Management, Inc. (EIN 01-0460929) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Preservation Management, Inc.?

The Employer Identification Number (EIN) reported for Preservation Management, Inc. is 01-0460929.

What is the latest Form 5500 filing year for Preservation Management, Inc.?

The latest loaded Form 5500 filing year for Preservation Management, Inc. is 2023.

Preservation Management, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Preservation Management, Inc. (EIN 01-0460929) is a plan sponsor located in South Portland, ME with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 01-0460929
Location: South Portland, ME
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $7,037,433
Total reported net assets (EOY): $7,037,433

Contributions & income

Employer contributions: $176,073
Participant contributions: $629,595
Total income / additions: $2,464,561

Expenses & distributions

Benefits paid / distributions: $1,235,000
Total expenses: $1,312,822
Net increase / (decrease): $1,151,739

Coverage

Total reported participants: 658
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Preservation Management, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Preservation Management, Inc. 401(K) Profit Sharing Plan	001	372	$7,037,433	2023
Preservation Management, Inc. Cafeteria Plan	503	286	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Preservation Management, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Preservation Management, Inc. 401(K) Profit Sharing Plan	372	H, C	20240517085519NAL0062155264001
2023	Preservation Management, Inc. Cafeteria Plan	286	—	20250218093159NAL0002433955001