2023 Form 5500 filing — P&M Holding Group, Llp Cash Balance 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 20250411125325NAL0023238625001) for P&M Holding Group, Llp Cash Balance Plan, reported by P&M Holding Group, Llp under EIN 38-1357951 and plan number 006. It reports 385 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)$71.7MReported net assets$71,715,615
Participants385
Provider compensation$17.3K1 Schedule C row(s)$17,343
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250411125325NAL0023238625001
- Plan sponsor
- P&M Holding Group, Llp
- EIN
- 38-1357951
- Plan number
- 006
- Location
- Southfield, MI
- 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)$71.7M total assets
Net assets$71.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $71,715,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,715,615
- Employer contributions
- $20,261,464
- Total income / additions
- $23,699,637
- Benefits paid
- $7,910,891
- Administrative expenses
- $7,773
- Total expenses
- $7,918,664
- Net increase / (decrease)
- $15,780,973
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Trust Bank | NONE | $17,343 | not reported in the loaded dataset |