Princeton Properties Management, Inc. Retirement Plan — Form 5500 plan (Princeton Properties Management, Inc.)

Plain-English plan 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, Princeton Properties Management, Inc. Retirement Plan is a benefit plan reported by Princeton Properties Management, Inc. under EIN 04-3139264 and plan number 002. The latest loaded filing year is 2023. The filing reports 258 participants and $22,722,769 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Princeton Properties Management, Inc.
EIN
04-3139264
Plan number
002
Plan type
2
Location
Lowell, MA
Latest filing year
2023
Participants
258
End-of-year plan assets
$22,722,769

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023258H, C20240924113652NAL0017416176001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,722,769
Total liabilities (EOY)
$0
Net assets (EOY)
$22,722,769
Net assets (BOY)
$19,566,519

Income & contributions

Employer contributions
$351,986
Participant contributions
$1,417,759
Total contributions
$1,769,745
Total income / additions
$4,418,204

Expenses & distributions

Benefits paid
$1,191,396
Administrative expenses
$70,558
Total expenses
$1,261,954
Net increase / (decrease)
$3,156,250

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Graystone Consulting MiddletonINVESTMENT ADVISOR$58,028not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$12,530$02023

Related Form 5500 pages