Pma Retirement Savings Plan — Form 5500 plan (Pietrantoni Mendez & Alvarez 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, Pma Retirement Savings Plan is a benefit plan reported by Pietrantoni Mendez & Alvarez LLC under EIN 66-0488206 and plan number 002. The latest loaded filing year is 2023. The filing reports 176 participants and $44,921,276 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pietrantoni Mendez & Alvarez LLC
- EIN
- 66-0488206
- Plan number
- 002
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $44,921,276
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20250613162349NAL0013709683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,921,276
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,921,276
- Net assets (BOY)
- $37,253,437
Income & contributions
- Employer contributions
- $515,431
- Participant contributions
- $575,820
- Total contributions
- $2,614,528
- Total income / additions
- $9,753,850
Expenses & distributions
- Benefits paid
- $2,086,011
- Administrative expenses
- $0
- Total expenses
- $2,086,011
- Net increase / (decrease)
- $7,667,839
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bppr - Popular Fiduciary Services | TRUSTEE/RK 12B-1 FEES | $0 | $86,039 | 2023 |