Payroll Made Easy, Inc Dba Continuum Retirement Savings Plan — Form 5500 plan (Payroll Made Easy, Inc. Dba Continuum Hr)
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, Payroll Made Easy, Inc Dba Continuum Retirement Savings Plan is a benefit plan reported by Payroll Made Easy, Inc. Dba Continuum Hr under EIN 65-0976069 and plan number 002. The latest loaded filing year is 2023. The filing reports 785 participants and $19,954,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Payroll Made Easy, Inc. Dba Continuum Hr
- EIN
- 65-0976069
- Plan number
- 002
- Plan type
- 3
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 785
- End-of-year plan assets
- $19,954,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 785 | H, C | 20250203123611NAL0012862482001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,954,471
- Total liabilities (EOY)
- $13,659
- Net assets (EOY)
- $19,940,812
- Net assets (BOY)
- $19,197,658
Income & contributions
- Employer contributions
- $901,822
- Participant contributions
- $1,954,781
- Total contributions
- $2,985,812
- Total income / additions
- $5,937,327
Expenses & distributions
- Benefits paid
- $2,116,646
- Administrative expenses
- $150,329
- Total expenses
- $2,274,509
- Net increase / (decrease)
- $3,662,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $98,916 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Management Corp | PORTFOLIO MGMT | $22,922 | not reported in the loaded dataset | 2023 |
| Fiduciary Partners Inv Consulting | INV ADVISORY | $14,246 | not reported in the loaded dataset | 2023 |
| Fiduciary Partners Retirement Group | INV ADVISORY | $14,245 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Payroll Made Easy, Inc. Dba Continuum Hr
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Slavic Integrated Administration — Schedule C compensation
- Slavic Mutual Fund Management Corp — Schedule C compensation
- Fiduciary Partners Inv Consulting — Schedule C compensation
- Fiduciary Partners Retirement Group — Schedule C compensation