Pmc Group 401(K) Plan For Collective Bargaining Employees — Form 5500 plan (Pmc Group N.A., 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, Pmc Group 401(K) Plan For Collective Bargaining Employees is a benefit plan reported by Pmc Group N.A., Inc. under EIN 23-3070031 and plan number 002. The latest loaded filing year is 2023. The filing reports 218 participants and $11,197,474 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.2MPlan net assets, end of year$11,197,474
Participants218Covered participants reported
Assets / participant$51.4KComputed: assets ÷ participants$51,365 (computed)
Provider compensation$16.9K2 Schedule C provider row(s)$16,899
Plan sponsor
Pmc Group N.A., Inc.
EIN
23-3070031
Plan number
002
Plan type
2
Location
Mount Laurel, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20241015141702NAL0016598291001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$549.2K
Participant$895.4K
Full reported line items

Net assets

Total assets (EOY)
$11,197,474
Total liabilities (EOY)
$0
Net assets (EOY)
$11,197,474
Net assets (BOY)
$9,997,308

Income & contributions

Employer contributions
$549,243
Participant contributions
$895,402
Total contributions
$1,444,645
Total income / additions
$2,960,701

Expenses & distributions

Benefits paid
$1,690,078
Administrative expenses
$20,171
Total expenses
$1,749,650
Net increase / (decrease)
$1,211,051
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma SecuritiesADVISOR$10,801not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$6,098$02023

Related Form 5500 pages