Providence Property Management, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Providence Property 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, Providence Property Management, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Providence Property Management, Inc. under EIN 33-0705023 and plan number 003. The latest loaded filing year is 2023. The filing reports 4 participants and $4,959,520 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5MPlan net assets, end of year$4,959,520
Participants4Covered participants reported
Assets / participant$1.2MComputed: assets ÷ participants$1,239,880 (computed)
Provider compensationNone reported
Plan sponsor
Providence Property Management, Inc.
EIN
33-0705023
Plan number
003
Plan type
2
Location
Corona Del Mar, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234I20240808141152NAL0008725984001
Schedule I · 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)$5M total assets
Net assets$5MLiabilities
Money in vs. money out
Total income / additions$1.1M
Total expenses$32.9K
Benefits paid / distributions$0
Contributions
Employer$16.5K
Participant$60K
Full reported line items

Net assets

Total assets (EOY)
$4,959,520
Net assets (EOY)
$4,959,520
Net assets (BOY)
$3,908,164

Income & contributions

Employer contributions
$16,500
Participant contributions
$60,000
Total income / additions
$1,084,232

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$32,876
Net increase / (decrease)
$1,051,356
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 22%Participant 78%
Total expenses ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages