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PROFESSIONAL MANAGEMENT OF MILWAUKEE, INC. PROFIT 401k Plan overview

Plan NamePROFESSIONAL MANAGEMENT OF MILWAUKEE, INC. PROFIT
Plan identification number 001

PROFESSIONAL MANAGEMENT OF MILWAUKEE, INC. PROFIT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

PROFESSIONAL MGMT OF MILWAUKEE INC has sponsored the creation of one or more 401k plans.

Company Name:PROFESSIONAL MGMT OF MILWAUKEE INC
Employer identification number (EIN):391091244
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFESSIONAL MANAGEMENT OF MILWAUKEE, INC. PROFIT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT KEIPPER CPA2024-04-12
0012022-01-01SCOTT KEIPPER CPA2023-03-28
0012021-01-01SCOTT KEIPPER CPA2022-05-13
0012020-01-01SCOTT KEIPPER CPA2021-04-22
0012019-01-01SCOTT KEIPPER CPA2020-06-04
0012018-01-01SCOTT KEIPPER CPA2019-06-24
0012017-01-01SCOTT KEIPPER CPA2018-07-10
0012016-01-01SCOTT KEIPPER CPA2017-06-20
0012015-01-01SCOTT KEIPPER CPA2016-06-07
0012014-01-01SCOTT KEIPPER CPA2015-06-04
0012013-01-01SCOTT KEIPPER CPA2014-06-18
0012012-01-01SCOTT KEIPPER CPA2013-06-10
0012011-01-01SCOTT KEIPPER CPA2012-07-02
0012010-01-01SCOTT KEIPPER CPA2011-07-13

Financial Data on PROFESSIONAL MANAGEMENT OF MILWAUKEE, INC. PROFIT

Measure Date Value
2025 : PROFESSIONAL MANAGEMENT OF MILWAUKEE, INC. PROFIT 2025 401k financial data
Total liabilities as of the end of the plan year2025-03-050
Total liabilities as of the beginning of the plan year2025-03-050
Total expenses incurred by plan in this plan year2025-03-055867043
Net assets as of the end of the plan year2025-03-050
Total assets as of the beginning of the plan year2025-03-055434236
Value of plan covered by a fidelity bond2025-03-05500000
Participant contributions to plan in this plan year2025-03-0563790
Other income to plan in this plan year2025-03-05309995
Plan net income in this plan year2025-03-05-5434236
Net assets as of the beginning of the plan year2025-03-055434236
Employer contributions to plan in this plan year2025-03-0559022
2024 : PROFESSIONAL MANAGEMENT OF MILWAUKEE, INC. PROFIT 2024 401k financial data
Total liabilities as of the end of the plan year2024-04-120
Total liabilities as of the beginning of the plan year2024-04-120
Total expenses incurred by plan in this plan year2024-04-12353057
Net assets as of the end of the plan year2024-04-125434236
Total assets as of the beginning of the plan year2024-04-125055353
Value of plan covered by a fidelity bond2024-04-12500000
Participant contributions to plan in this plan year2024-04-1276800
Other income to plan in this plan year2024-04-12558389
Plan net income in this plan year2024-04-12378883
Net assets as of the end of the plan year2024-04-125434236
Net assets as of the beginning of the plan year2024-04-125055353
Employer contributions to plan in this plan year2024-04-1296751

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