Princeton Property Management, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Princeton Property Management, 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, Princeton Property Management, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Princeton Property Management, Inc under EIN 93-0855814 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $4,772,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Princeton Property Management, Inc
- EIN
- 93-0855814
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukie, OR
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $4,772,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20241001181502NAL0012387168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,772,580
- Total liabilities (EOY)
- $4,208
- Net assets (EOY)
- $4,768,372
- Net assets (BOY)
- $3,774,324
Income & contributions
- Employer contributions
- $401,901
- Participant contributions
- $367,927
- Total contributions
- $791,308
- Total income / additions
- $1,410,450
Expenses & distributions
- Benefits paid
- $374,746
- Administrative expenses
- $37,595
- Total expenses
- $416,402
- Net increase / (decrease)
- $994,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORDKEEPER | $17,487 | not reported in the loaded dataset | 2023 |
| Northwest Capital Management | INVESTMENT ADVISORY | $15,284 | not reported in the loaded dataset | 2023 |
| Hoffman, Stewart & Schmidt, P.C. | INDEPENDENT AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Princeton Property Management, Inc
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Milwaukie, OR
- John Hancock — Schedule C compensation
- Northwest Capital Management — Schedule C compensation
- Hoffman, Stewart & Schmidt, P.C. — Schedule C compensation