2023 Form 5500 filing — Pmg Services, Inc. Thrift 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 20250428124845NAL0012255969001) for Pmg Services, Inc. Thrift And Profit Sharing Plan, reported by Pmg Services, Inc. under EIN 65-0271219 and plan number 001. It reports 9,800 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250428124845NAL0012255969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pmg Services, Inc.
- EIN
- 65-0271219
- Plan number
- 001
- Location
- Sunrise, FL
- Participants
- 9,800
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,594,535,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,594,535,161
- Employer contributions
- $24,089,081
- Participant contributions
- $78,855,859
- Total income / additions
- $380,095,523
- Benefits paid
- $126,989,664
- Administrative expenses
- $689,138
- Total expenses
- $127,832,240
- Net increase / (decrease)
- $252,263,283
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $352,388 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $292,050 | not reported in the loaded dataset |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $32,250 | not reported in the loaded dataset |
| Resources Investment Advisors LLC | CONSULTANT | $16,250 | not reported in the loaded dataset |