Primed Management Consulting Services, Inc. 401(K) Plan — Form 5500 plan (Primed Management Consulting 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, Primed Management Consulting Services, Inc. 401(K) Plan is a benefit plan reported by Primed Management Consulting Services, Inc. under EIN 68-0193329 and plan number 001. The latest loaded filing year is 2023. The filing reports 849 participants and $131,618,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Primed Management Consulting Services, Inc.
- EIN
- 68-0193329
- Plan number
- 001
- Plan type
- 2
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 849
- End-of-year plan assets
- $131,618,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 849 | H, C | 20241011173741NAL0012816915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $131,618,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,618,834
- Net assets (BOY)
- $110,260,718
Income & contributions
- Employer contributions
- $3,435,937
- Participant contributions
- $6,152,098
- Total contributions
- $10,061,677
- Total income / additions
- $29,105,179
Expenses & distributions
- Benefits paid
- $7,606,993
- Administrative expenses
- $140,070
- Total expenses
- $7,747,063
- Net increase / (decrease)
- $21,358,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $115,316 | $0 | 2023 |
| Armanino Llp | ACCOUNTANT | $24,753 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Primed Management Consulting Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Ramon, CA
- Principal Life Insurance Company — Schedule C compensation
- Armanino Llp — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation