2023 Form 5500 filing — Presidium Property Management, LLC 401(K) Retirement Savings 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 20241008071452NAL0008158675001) for Presidium Property Management, LLC 401(K) Retirement Savings Plan, reported by Presidium Property Management, LLC under EIN 47-4732256 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008071452NAL0008158675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Presidium Property Management, LLC
- EIN
- 47-4732256
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 206
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,219,148
- Net assets (EOY)
- $2,219,148
- Employer contributions
- $329,764
- Participant contributions
- $621,476
- Total income / additions
- $1,396,702
- Benefits paid
- $101,548
- Administrative expenses
- $15,455
- Total expenses
- $122,325
- Net increase / (decrease)
- $1,274,377
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $8,023 | not reported in the loaded dataset |
| Fountain Head Retirement Services | SERVICE PROVIDER | $4,982 | not reported in the loaded dataset |
| Retirewell Administrators, LLC | TPA | $2,450 | not reported in the loaded dataset |