Pmc Retirement Plan — Form 5500 plan (Cassidy Bayou Partners, 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, Pmc Retirement Plan is a benefit plan reported by Cassidy Bayou Partners, LLC under EIN 93-1095304 and plan number 001. The latest loaded filing year is 2023. The filing reports 49 participants and $1,309,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cassidy Bayou Partners, LLC
- EIN
- 93-1095304
- Plan number
- 001
- Plan type
- 3
- Location
- Prineville, OR
- Latest filing year
- 2023
- Participants
- 49
- End-of-year plan assets
- $1,309,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 49 | I | 20240621120021NAL0002837201001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,309,777
- Net assets (EOY)
- $1,309,777
- Net assets (BOY)
- $1,150,497
Income & contributions
- Employer contributions
- $50,977
- Participant contributions
- $79,622
- Total income / additions
- $221,939
Expenses & distributions
- Benefits paid
- $62,159
- Administrative expenses
- $500
- Total expenses
- $62,659
- Net increase / (decrease)
- $159,280
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.