Pk Management LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Pk Management LLC)
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, Pk Management LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Pk Management LLC under EIN 26-1291107 and plan number 001. The latest loaded filing year is 2023. The filing reports 450 participants and $14,661,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pk Management LLC
- EIN
- 26-1291107
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, SC
- Latest filing year
- 2023
- Participants
- 450
- End-of-year plan assets
- $14,661,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 450 | H, C | 20241014131912NAL0014989811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,661,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,661,239
- Net assets (BOY)
- $12,565,791
Income & contributions
- Employer contributions
- $543,284
- Participant contributions
- $1,000,353
- Total contributions
- $1,548,014
- Total income / additions
- $3,359,470
Expenses & distributions
- Benefits paid
- $1,178,056
- Administrative expenses
- $85,966
- Total expenses
- $1,264,022
- Net increase / (decrease)
- $2,095,448
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Portfolios Advisors | ADVISOR | $74,183 | not reported in the loaded dataset | 2023 |