2023 Form 5500 filing — Prestige Employees' 401(K) 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 20241015142114NAL0029951393001) for Prestige Employees' 401(K) Plan, reported by Prestige Management Services, Inc. under EIN 22-2973924 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142114NAL0029951393001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Prestige Management Services, Inc.
- EIN
- 22-2973924
- Plan number
- 001
- Location
- Mahwah, NJ
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,422,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,422,923
- Employer contributions
- $29,086
- Participant contributions
- $612,991
- Total income / additions
- $3,474,631
- Benefits paid
- $1,253,678
- Administrative expenses
- $69,174
- Total expenses
- $1,322,852
- Net increase / (decrease)
- $2,151,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $41,174 | not reported in the loaded dataset |
| Legacy Advisors, LLC | NONE | $28,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |