Original filing (PDF)20230727084542NAL0011956993012

PSM Plus

Name: PSM Plus — PSM Plus (Welfare Plan), Form 5500 (2022)
Creator: PSM Plus
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PSM Plus (Welfare Plan)

Health & welfare plan · PSM Plus' PSM Plus (Welfare Plan) filed a Form 5500 for plan year 2022.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

People on this filing

W. HAL Shepherd signed PSM Plus' 2022 Form 5500 as plan administrator.

W. HAL Shepherd — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PSM Plus' EIN is 27-2196855.

EIN 27-2196855

Plan number 951

Plan year 2022

ACK ID 20230727084542NAL0011956993012

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for PSM Plus from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

PSM Plus' plan includes health coverage, dental coverage, vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PSM PLUS.

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

PSM PLUS

EIN

all filings

Address

503 MED COURT · SAN ANTONIO, TX · 78258

Phone

(210) 471-0500

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Name

KENNION & CO LLC

EIN

47-2506773

City

VESTAVIA, AL

Phone

(866) 966-5457

Plan characteristics

Plan number

951

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-27

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

P5 Solutions, LLC

P5 Solutions, LLC 401(k) Plan

RENT JH LLC

RENT JH LLC 401(k) Profit Sharing Plan & Trust

Stars and Stripes Plumbing & H

Stars and Stripes Plumbing & H 401(k) Profit Sharing Plan & Trust

Cardinal Creative Group LLC DB

Cardinal Creative Group LLC DB 401(k) Profit Sharing Plan & Trust

Thirdai Corp.

Thirdai Corp. 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.