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PROPERTY ADVISORY GROUP, LTD. — PROPERTY ADVISORY GROUP, LTD. DEFINED BENEFIT PENSION PLAN & TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230330161852NAL0039042401001
PROPERTY ADVISORY GROUP, LTD.
Form 5500-SF
FILING_RECEIVED
PROPERTY ADVISORY GROUP, LTD. DEFINED BENEFIT PENSION PLAN & TRUST
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PROPERTY ADVISORY GROUP, LTD.
.
Find decision makers
Plan sponsor
Name
PROPERTY ADVISORY GROUP, LTD.
EIN
46-2862468
Address
1288 SUMMIT AVE., STE. 107-266 · OCONOMOWOC, WI · 53066
Phone
(262) 719-4635
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-03-30
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
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
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