2023 Form 5500 filing — Pma Retirement Savings 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 20250613162349NAL0013709683001) for Pma Retirement Savings Plan, reported by Pietrantoni Mendez & Alvarez LLC under EIN 66-0488206 and plan number 002. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613162349NAL0013709683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pietrantoni Mendez & Alvarez LLC
- EIN
- 66-0488206
- Plan number
- 002
- Location
- San Juan, PR
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,921,276
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,921,276
- Employer contributions
- $515,431
- Participant contributions
- $575,820
- Total income / additions
- $9,753,850
- Benefits paid
- $2,086,011
- Administrative expenses
- $0
- Total expenses
- $2,086,011
- Net increase / (decrease)
- $7,667,839
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bppr - Popular Fiduciary Services | TRUSTEE/RK 12B-1 FEES | $0 | $86,039 |