2023 Form 5500 filing — Pmc Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240621120021NAL0002837201001) for Pmc Retirement Plan, reported by Cassidy Bayou Partners, LLC under EIN 93-1095304 and plan number 001. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240621120021NAL0002837201001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cassidy Bayou Partners, LLC
- EIN
- 93-1095304
- Plan number
- 001
- Location
- Prineville, OR
- Participants
- 49
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,309,777
- Net assets (EOY)
- $1,309,777
- Employer contributions
- $50,977
- Participant contributions
- $79,622
- Total income / additions
- $221,939
- Benefits paid
- $62,159
- Administrative expenses
- $500
- Total expenses
- $62,659
- Net increase / (decrease)
- $159,280
- Schedule source
- Schedule I