2023 Form 5500 filing — Princeton Property Management, Inc. 401(K) Profit Sharing 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 20241001181502NAL0012387168001) for Princeton Property Management, Inc. 401(K) Profit Sharing Plan, reported by Princeton Property Management, Inc under EIN 93-0855814 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001181502NAL0012387168001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Princeton Property Management, Inc
- EIN
- 93-0855814
- Plan number
- 001
- Location
- Milwaukie, OR
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,772,580
- Total liabilities (EOY)
- $4,208
- Net assets (EOY)
- $4,768,372
- Employer contributions
- $401,901
- Participant contributions
- $367,927
- Total income / additions
- $1,410,450
- Benefits paid
- $374,746
- Administrative expenses
- $37,595
- Total expenses
- $416,402
- Net increase / (decrease)
- $994,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $17,487 | not reported in the loaded dataset |
| Northwest Capital Management | INVESTMENT ADVISORY | $15,284 | not reported in the loaded dataset |
| Hoffman, Stewart & Schmidt, P.C. | INDEPENDENT AUDITOR | $15,000 | not reported in the loaded dataset |