2023 Form 5500 filing — Pezold Management Associates, 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 20241014094514NAL0026939537001) for Pezold Management Associates, Inc. 401(K) Profit Sharing Plan, reported by Pezold Management Associates, Inc. under EIN 58-1179998 and plan number 001. It reports 545 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.5MReported net assets$9,497,884
Participants545
Provider compensation$111.2K3 Schedule C row(s)$111,159
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014094514NAL0026939537001
- Plan sponsor
- Pezold Management Associates, Inc.
- EIN
- 58-1179998
- Plan number
- 001
- Location
- Columbus, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.5M total assets
Net assets$9.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,497,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,497,884
- Employer contributions
- $335,385
- Participant contributions
- $477,271
- Total income / additions
- $2,176,854
- Benefits paid
- $1,979,947
- Administrative expenses
- $83,448
- Total expenses
- $2,063,395
- Net increase / (decrease)
- $113,459
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $77,982 | $0 |
| Broadstreet Capital Advisors, LLC | INVESTMENT ADVISORY | $0 | $23,794 |
| Erisa Services, Inc | CONTRACT ADMINISTRATOR | $5,555 | $3,828 |