Plan5500

Precision Practice Management, Inc. 401(K) Plan — Form 5500 plan (Precision Practice 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, Precision Practice Management, Inc. 401(K) Plan is a benefit plan reported by Precision Practice Management, Inc. under EIN 37-1315752 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $9,956,557 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Precision Practice Management, Inc.
EIN
37-1315752
Plan number
001
Plan type
2
Location
Belleville, IL
Latest filing year
2023
Participants
258
End-of-year plan assets
$9,956,557

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023258H, C20240926144918NAL0000934529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,956,557
Total liabilities (EOY)
$2,481
Net assets (EOY)
$9,954,076
Net assets (BOY)
$8,206,814

Income & contributions

Employer contributions
$275,986
Participant contributions
$601,944
Total contributions
$904,159
Total income / additions
$2,438,546

Expenses & distributions

Benefits paid
$588,802
Administrative expenses
$65,831
Total expenses
$691,284
Net increase / (decrease)
$1,747,262

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs Retirement LLCCONTRACT ADMINISTRATOR$39,881not reported in the loaded dataset2023
Diversified Financial Advisors, LLCADVISOR$25,950not reported in the loaded dataset2023

Related Form 5500 pages