2023 Form 5500 filing — Preservation Partners Management Group 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 20241015184708NAL0030667953001) for Preservation Partners Management Group 401(K) Plan, reported by Preservation Partners Management Group under EIN 20-4727969 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
- 20241015184708NAL0030667953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Preservation Partners Management Group
- EIN
- 20-4727969
- Plan number
- 001
- Location
- Hermosa Beach, CA
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,976,196
- Total liabilities (EOY)
- $6,190
- Net assets (EOY)
- $3,970,006
- Employer contributions
- $47,878
- Participant contributions
- $95,781
- Total income / additions
- $650,769
- Benefits paid
- $727,829
- Administrative expenses
- $4,183
- Total expenses
- $732,012
- Net increase / (decrease)
- -$81,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEPPER | $1,529 | $0 |