Capital Personnel Services, Inc. Dba Pmg — 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, Capital Personnel Services, Inc. Dba Pmg (EIN 74-2241256) is a plan sponsor located in Georgetown, TX with 1 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
74-2241256
Location
Georgetown, TX
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,655,712
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$3,655,712

Contributions & income

Participant contributions
$292,170
Total income / additions
$847,661

Expenses & distributions

Benefits paid / distributions
$423,092
Total expenses
$425,829
Net increase / (decrease)
$421,832

Coverage

Total reported participants
362
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

Capital Personnel Services, Inc. Dba Pmg plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Pmg Retirement Savings Plan001362$3,655,7122023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Capital Personnel Services, Inc. Dba Pmg
YearPlanParticipantsSchedulesFiling
2023Pmg Retirement Savings Plan362H, C20240812163912NAL0009688417001

Related Form 5500 pages