Pmi Resource, LLC — Form 5500 plan (Pmi Resource, 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, Pmi Resource, LLC is a benefit plan reported by Pmi Resource, LLC under EIN 81-0585867 and plan number 333. The latest loaded filing year is 2023. The filing reports 476 participants and $7,356,603 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pmi Resource, LLC
EIN
81-0585867
Plan number
333
Plan type
3
Location
Shreveport, LA
Latest filing year
2023
Participants
476
End-of-year plan assets
$7,356,603

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023476H, C20240820111856NAL0002574961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,356,603
Total liabilities (EOY)
$0
Net assets (EOY)
$7,356,603
Net assets (BOY)
$5,635,260

Income & contributions

Employer contributions
$244,162
Participant contributions
$464,369
Total contributions
$1,074,313
Total income / additions
$2,275,343

Expenses & distributions

Benefits paid
$452,990
Administrative expenses
$63,311
Total expenses
$554,000
Net increase / (decrease)
$1,721,343

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Life Insurance Co.RECORDKEEPER$63,311$02023

Related Form 5500 pages