P&M Holding Group, Llp Cash Balance Plan — Form 5500 plan (P&M Holding Group, Llp)

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 Cash Balance Plan is a benefit plan reported by P&M Holding Group, Llp under EIN 38-1357951 and plan number 006. The latest loaded filing year is 2023. The filing reports 385 participants and $71,715,615 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$71.7MPlan net assets, end of year$71,715,615
Participants385Covered participants reported
Assets / participant$186.3KComputed: assets ÷ participants$186,274 (computed)
Provider compensation$17.3K1 Schedule C provider row(s)$17,343
Plan sponsor
P&M Holding Group, Llp
EIN
38-1357951
Plan number
006
Plan type
2
Location
Southfield, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023385H, C20250411125325NAL0023238625001
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)$71.7M total assets
Net assets$71.7MLiabilities$0
Money in vs. money out
Total income / additions$23.7M
Total expenses$7.9M
Benefits paid / distributions$7.9M
Contributions
Employer$20.3M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$71,715,615
Total liabilities (EOY)
$0
Net assets (EOY)
$71,715,615
Net assets (BOY)
$55,934,642

Income & contributions

Employer contributions
$20,261,464
Total contributions
$20,261,464
Total income / additions
$23,699,637

Expenses & distributions

Benefits paid
$7,910,891
Administrative expenses
$7,773
Total expenses
$7,918,664
Net increase / (decrease)
$15,780,973
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.

Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab Trust BankNONE$17,343not reported in the loaded dataset2023

Related Form 5500 pages