Original filing (PDF)20240403161322NAL0014862929001

PRODUCERS MANAGEMENT INC

Name: PRODUCERS MANAGEMENT INC — PRODUCERS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: PRODUCERS MANAGEMENT INC

Form 5500-SF

FILING_RECEIVED

PRODUCERS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$898K

Net assets (EOY)

$898K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRODUCERS MANAGEMENT INC.

Plan sponsor

Name

PRODUCERS MANAGEMENT INC

EIN

23-2540584

Address

226 DUTTON MILL RD · WEST CHESTER, PA · 193806603

Phone

(610) 768-1770

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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PROFESSIONAL SUNSHINE ROOFING