2023 Form 5500 filing — Pk Management LLC 401(K) Profit Sharing Plan & Trust
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 20241014131912NAL0014989811001) for Pk Management LLC 401(K) Profit Sharing Plan & Trust, reported by Pk Management LLC under EIN 26-1291107 and plan number 001. It reports 450 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)$14.7MReported net assets$14,661,239
Participants450
Provider compensation$74.2K1 Schedule C row(s)$74,183
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014131912NAL0014989811001
- Plan sponsor
- Pk Management LLC
- EIN
- 26-1291107
- Plan number
- 001
- Location
- Greenville, SC
- 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)$14.7M total assets
Net assets$14.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,661,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,661,239
- Employer contributions
- $543,284
- Participant contributions
- $1,000,353
- Total income / additions
- $3,359,470
- Benefits paid
- $1,178,056
- Administrative expenses
- $85,966
- Total expenses
- $1,264,022
- Net increase / (decrease)
- $2,095,448
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Portfolios Advisors | ADVISOR | $74,183 | not reported in the loaded dataset |