2023 Form 5500 filing — Parking & Transportation Management Service Inc. 401(K) 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 20240925161802NAL0015035537002) for Parking & Transportation Management Service Inc. 401(K) Plan, reported by Parking & Transportation Management Serices, Inc. under EIN 26-3686990 and plan number 001. It reports 399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925161802NAL0015035537002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Parking & Transportation Management Serices, Inc.
- EIN
- 26-3686990
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 399
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,851,208
- Net assets (EOY)
- $2,851,208
- Employer contributions
- $345,548
- Participant contributions
- $620,006
- Total income / additions
- $1,484,688
- Benefits paid
- $338,581
- Administrative expenses
- $25,682
- Total expenses
- $364,263
- Net increase / (decrease)
- $1,120,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Securities, Inc | BROKER | $0 | $26,315 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,692 | $13 |
| Transamerica Retirement Solutions | RECORDKEEPER | $6,824 | $0 |