Project Management Institute Employee Savings Plan — Form 5500 plan (Project Management Institute, 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, Project Management Institute Employee Savings Plan is a benefit plan reported by Project Management Institute, Inc. under EIN 23-1887442 and plan number 003. The latest loaded filing year is 2023. The filing reports 724 participants and $85,600,646 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Project Management Institute, Inc.
EIN
23-1887442
Plan number
003
Plan type
2
Location
Newtown Square, PA
Latest filing year
2023
Participants
724
End-of-year plan assets
$85,600,646

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023724H, C20241114131110NAL0010732435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$85,600,646
Total liabilities (EOY)
$0
Net assets (EOY)
$85,600,646
Net assets (BOY)
$66,369,435

Income & contributions

Employer contributions
$4,191,196
Participant contributions
$4,704,186
Total contributions
$10,661,359
Total income / additions
$26,230,883

Expenses & distributions

Benefits paid
$6,991,002
Administrative expenses
$8,670
Total expenses
$6,999,672
Net increase / (decrease)
$19,231,211

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$8,670not reported in the loaded dataset2023

Related Form 5500 pages