2023 Form 5500 filing — The Psmc Companies 401(K) And 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 20241015083105NAL0029022225001) for The Psmc Companies 401(K) And Profit Sharing Plan, reported by Morris & Ritchie Associates, Inc. under EIN 52-1154966 and plan number 001. It reports 937 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083105NAL0029022225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morris & Ritchie Associates, Inc.
- EIN
- 52-1154966
- Plan number
- 001
- Location
- Abingdon, MD
- Participants
- 937
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,607,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,607,540
- Employer contributions
- $1,202,937
- Participant contributions
- $4,775,779
- Total income / additions
- $15,061,706
- Benefits paid
- $4,094,055
- Administrative expenses
- $101,737
- Total expenses
- $4,195,792
- Net increase / (decrease)
- $10,865,914
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $61,737 | $0 |
| Greenspring Advisors LLC | ADVISOR | $40,000 | not reported in the loaded dataset |