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, P & M Holding Group, Llp & Affiliated Entities Tax Savings Plan is a benefit plan reported by P & M Holding Group, Llp under EIN 38-1357951 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,019 participants and $655,435,670 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $655,435,670
- Net assets (EOY)
- $655,435,670
- Net assets (BOY)
- $565,003,936
Income & contributions
- Employer contributions
- $12,402,390
- Participant contributions
- $41,432,204
- Total contributions
- $58,671,003
- Total income / additions
- $140,110,649
Expenses & distributions
- Benefits paid
- $49,384,168
- Administrative expenses
- $292,242
- Total expenses
- $49,678,915
- Net increase / (decrease)
- $90,431,734