Pmg Services, Inc. Thrift And Profit Sharing Plan — Form 5500 plan (Pmg Services, 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, Pmg Services, Inc. Thrift And Profit Sharing Plan is a benefit plan reported by Pmg Services, Inc. under EIN 65-0271219 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,800 participants and $1,594,535,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pmg Services, Inc.
- EIN
- 65-0271219
- Plan number
- 001
- Plan type
- 2
- Location
- Sunrise, FL
- Latest filing year
- 2023
- Participants
- 9,800
- End-of-year plan assets
- $1,594,535,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,800 | H, C | 20250428124845NAL0012255969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,594,535,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,594,535,161
- Net assets (BOY)
- $1,342,271,878
Income & contributions
- Employer contributions
- $24,089,081
- Participant contributions
- $78,855,859
- Total contributions
- $112,205,526
- Total income / additions
- $380,095,523
Expenses & distributions
- Benefits paid
- $126,989,664
- Administrative expenses
- $689,138
- Total expenses
- $127,832,240
- Net increase / (decrease)
- $252,263,283
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $352,388 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $292,050 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $32,250 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors LLC | CONSULTANT | $16,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pmg Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sunrise, FL
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation