Plan5500

Piece Management, Inc. Employee Stock Ownership Plan — Form 5500 plan (Piece 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, Piece Management, Inc. Employee Stock Ownership Plan is a benefit plan reported by Piece Management, Inc. under EIN 11-3278050 and plan number 002. The latest loaded filing year is 2023. The filing reports 274 participants and $14,849,505 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Piece Management, Inc.
EIN
11-3278050
Plan number
002
Plan type
2
Location
New Hyde Park, NY
Latest filing year
2023
Participants
274
End-of-year plan assets
$14,849,505

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023274H, C20241014143558NAL0052695170001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,849,505
Total liabilities (EOY)
$4,500,000
Net assets (EOY)
$10,349,505
Net assets (BOY)
$8,756,387

Income & contributions

Employer contributions
$792,746
Total contributions
$792,746
Total income / additions
$1,898,359

Expenses & distributions

Benefits paid
$128,040
Administrative expenses
$64,455
Total expenses
$305,241
Net increase / (decrease)
$1,593,118

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ives & Sultan LlpACCOUNTING$20,000not reported in the loaded dataset2023
Sc&H CapitalVALUATION$16,500not reported in the loaded dataset2023
Alerus Financial N.ATRUSTEE$15,275not reported in the loaded dataset2023
BsiRECORDKEEPING$12,680not reported in the loaded dataset2023

Related Form 5500 pages