Plan5500

Presidium Property Management, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Presidium Property 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, Presidium Property Management, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Presidium Property Management, LLC under EIN 47-4732256 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $2,219,148 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Presidium Property Management, LLC
EIN
47-4732256
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
206
End-of-year plan assets
$2,219,148

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206I, C20241008071452NAL0008158675001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,219,148
Net assets (EOY)
$2,219,148
Net assets (BOY)
$944,771

Income & contributions

Employer contributions
$329,764
Participant contributions
$621,476
Total income / additions
$1,396,702

Expenses & distributions

Benefits paid
$101,548
Administrative expenses
$15,455
Total expenses
$122,325
Net increase / (decrease)
$1,274,377

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$8,023not reported in the loaded dataset2023
Fountain Head Retirement ServicesSERVICE PROVIDER$4,982not reported in the loaded dataset2023
Retirewell Administrators, LLCTPA$2,450not reported in the loaded dataset2023

Related Form 5500 pages