Prestige Employees' 401(K) Plan — Form 5500 plan (Prestige Management Services, 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, Prestige Employees' 401(K) Plan is a benefit plan reported by Prestige Management Services, Inc. under EIN 22-2973924 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $18,422,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Prestige Management Services, Inc.
- EIN
- 22-2973924
- Plan number
- 001
- Plan type
- 3
- Location
- Mahwah, NJ
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $18,422,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241015142114NAL0029951393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,422,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,422,923
- Net assets (BOY)
- $16,271,144
Income & contributions
- Employer contributions
- $29,086
- Participant contributions
- $612,991
- Total contributions
- $642,077
- Total income / additions
- $3,474,631
Expenses & distributions
- Benefits paid
- $1,253,678
- Administrative expenses
- $69,174
- Total expenses
- $1,322,852
- Net increase / (decrease)
- $2,151,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $41,174 | not reported in the loaded dataset | 2023 |
| Legacy Advisors, LLC | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Prestige Management Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mahwah, NJ
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Legacy Advisors, LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation