PM CONSULTING GROUP, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PM CONSULTING GROUP 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : PM CONSULTING GROUP 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,380,744 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $607,823 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $561,488 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,735,617 |
| Value of total assets at end of year | 2023-12-31 | $4,508,816 |
| Value of total assets at beginning of year | 2023-12-31 | $2,735,895 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $46,335 |
| Total interest from all sources | 2023-12-31 | $3,237 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $450,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $917,447 |
| Participant contributions at end of year | 2023-12-31 | $84,807 |
| Participant contributions at beginning of year | 2023-12-31 | $36,325 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $373,769 |
| Total non interest bearing cash at end of year | 2023-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $32 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,772,921 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $4,508,816 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,735,895 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $4,386,629 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $2,684,455 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $3,269 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $-32 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $641,890 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $444,401 |
| Employer contributions (assets) at end of year | 2023-12-31 | $37,380 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $15,083 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $561,488 |
| Contract administrator fees | 2023-12-31 | $46,335 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | APRIO LLP |
| Accountancy firm EIN | 2023-12-31 | 571157523 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,380,744 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $607,823 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $561,488 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,735,617 |
| Value of total assets at end of year | 2023-01-01 | $4,508,816 |
| Value of total assets at beginning of year | 2023-01-01 | $2,735,895 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $46,335 |
| Total interest from all sources | 2023-01-01 | $3,237 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $450,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $917,447 |
| Participant contributions at end of year | 2023-01-01 | $84,807 |
| Participant contributions at beginning of year | 2023-01-01 | $36,325 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $373,769 |
| Total non interest bearing cash at end of year | 2023-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $32 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,772,921 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $4,508,816 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $2,735,895 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $4,386,629 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $2,684,455 |
| Income. Interest from loans (other than to participants) | 2023-01-01 | $3,269 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $-32 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $641,890 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $444,401 |
| Employer contributions (assets) at end of year | 2023-01-01 | $37,380 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $15,083 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $561,488 |
| Contract administrator fees | 2023-01-01 | $46,335 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | APRIO LLP |
| Accountancy firm EIN | 2023-01-01 | 571157523 |
| 2022 : PM CONSULTING GROUP 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $94 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $878,419 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $279,180 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $241,237 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $7,708 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,273,444 |
| Value of total assets at end of year | 2022-12-31 | $2,720,812 |
| Value of total assets at beginning of year | 2022-12-31 | $2,121,479 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $30,235 |
| Total interest from all sources | 2022-12-31 | $1,752 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $350,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $798,141 |
| Participant contributions at end of year | 2022-12-31 | $36,325 |
| Participant contributions at beginning of year | 2022-12-31 | $44,655 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $116,228 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $94 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
| Total non interest bearing cash at end of year | 2022-12-31 | $32 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $32 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $599,239 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,720,718 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,121,479 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $458 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $2,684,455 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $2,076,792 |
| Interest on participant loans | 2022-12-31 | $1,752 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-396,777 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $359,075 |
| Employer contributions (assets) at end of year | 2022-12-31 | $15,083 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $7,890 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $241,237 |
| Contract administrator fees | 2022-12-31 | $29,777 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | APRIO LLP |
| Accountancy firm EIN | 2022-12-31 | 571157523 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $885,674 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $279,180 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $248,945 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $7,708 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,280,731 |
| Value of total assets at end of year | 2022-01-01 | $2,735,895 |
| Value of total assets at beginning of year | 2022-01-01 | $2,129,401 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $30,235 |
| Total interest from all sources | 2022-01-01 | $1,752 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $798,191 |
| Participant contributions at end of year | 2022-01-01 | $36,325 |
| Participant contributions at beginning of year | 2022-01-01 | $44,655 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $116,228 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $94 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $0 |
| Total non interest bearing cash at end of year | 2022-01-01 | $32 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $32 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $606,494 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,735,895 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,129,401 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $2,883 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $2,684,455 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $2,076,824 |
| Interest on participant loans | 2022-01-01 | $1,752 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-396,809 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $366,312 |
| Employer contributions (assets) at end of year | 2022-01-01 | $15,083 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $7,890 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $248,945 |
| Contract administrator fees | 2022-01-01 | $27,352 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | APRIO LLP |
| Accountancy firm EIN | 2022-01-01 | 571157523 |
| 2021 : PM CONSULTING GROUP 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,394,353 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $181,882 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $145,296 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $12,217 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,214,340 |
| Value of total assets at end of year | 2021-12-31 | $2,129,401 |
| Value of total assets at beginning of year | 2021-12-31 | $916,930 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $24,369 |
| Total interest from all sources | 2021-12-31 | $2,328 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $718,652 |
| Participant contributions at end of year | 2021-12-31 | $44,655 |
| Participant contributions at beginning of year | 2021-12-31 | $72,526 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $172,852 |
| Total non interest bearing cash at end of year | 2021-12-31 | $32 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $32 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,212,471 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,129,401 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $916,930 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $1,920 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $2,076,824 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $844,372 |
| Interest on participant loans | 2021-12-31 | $2,328 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $177,685 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $322,836 |
| Employer contributions (assets) at end of year | 2021-12-31 | $7,890 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $145,296 |
| Contract administrator fees | 2021-12-31 | $22,449 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | APRIO LLP |
| Accountancy firm EIN | 2021-12-31 | 571157523 |
