Search public Form 5500 filings

Plans

• planP & M Holding Group, Llp & Affiliated Entities Tax Savings PlanFinancial statementProvider compensation2023 filing
  $655.4Mreported assets (EOY)
  Sponsor: P & M Holding Group, LlpEIN: 38-1357951Plan: 003Participants: 5,019Assets: $655,435,670Location: Southfield, MILatest: 2023
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• planP & M Holding Group, Llp & Affiliated Entities Pension PlanFinancial statementProvider compensation2023 filing
  $226.5Mreported assets (EOY)
  Sponsor: P & M Holding Group, LlpEIN: 38-1357951Plan: 004Participants: 1,381Assets: $226,480,347Location: Southfield, MILatest: 2023
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• planP&M Holding Group, Llp Cash Balance PlanFinancial statementProvider compensation2023 filing
  $71.7Mreported assets (EOY)
  Sponsor: P&M Holding Group, LlpEIN: 38-1357951Plan: 006Participants: 385Assets: $71,715,615Location: Southfield, MILatest: 2023
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• planPlante & Moran Group Health Insurance Plan2023 filing
  Sponsor: P&M Holding Group, LlpEIN: 38-1357951Plan: 501Participants: 3,250Assets: not reported in the loaded datasetLocation: Southfield, MILatest: 2023
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• planPlante & Moran Group Life Insurance2023 filing
  Sponsor: P&M Holding Group, LlpEIN: 38-1357951Plan: 502Participants: 3,416Assets: not reported in the loaded datasetLocation: Southfield, MILatest: 2023
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