Pmg Retirement Savings Plan — Form 5500 plan (Capital Personnel Services, Inc. Dba Pmg)
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 Retirement Savings Plan is a benefit plan reported by Capital Personnel Services, Inc. Dba Pmg under EIN 74-2241256 and plan number 001. The latest loaded filing year is 2023. The filing reports 362 participants and $3,655,712 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capital Personnel Services, Inc. Dba Pmg
- EIN
- 74-2241256
- Plan number
- 001
- Plan type
- 2
- Location
- Georgetown, TX
- Latest filing year
- 2023
- Participants
- 362
- End-of-year plan assets
- $3,655,712
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 362 | H, C | 20240812163912NAL0009688417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,655,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,655,712
- Net assets (BOY)
- $3,233,880
Income & contributions
- Participant contributions
- $292,170
- Total contributions
- $292,186
- Total income / additions
- $847,661
Expenses & distributions
- Benefits paid
- $423,092
- Administrative expenses
- $2,737
- Total expenses
- $425,829
- Net increase / (decrease)
- $421,832
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Norton Retirement Services Inc. | THIRD PARTYADMINISTRATOR | $10,181 | $2,069 | 2023 |
| Nationwide | RECORDKEEPER | $9,400 | $0 | 2023 |
| One America Securities, Inc. | INVESTMENT MANAGER | $0 | $8,448 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capital Personnel Services, Inc. Dba Pmg
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Georgetown, TX
- Norton Retirement Services Inc. — Schedule C compensation
- Nationwide — Schedule C compensation
- One America Securities, Inc. — Schedule C compensation