2023 Form 5500 filing — Provest LLC 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723074327NAL0011385201001) for Provest LLC 401(K) Plan, reported by Provest LLC under EIN 20-4268980 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723074327NAL0011385201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Provest LLC
- EIN
- 20-4268980
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,660,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,660,021
- Employer contributions
- $125,127
- Participant contributions
- $435,156
- Total income / additions
- $1,330,102
- Benefits paid
- $334,253
- Administrative expenses
- $37,889
- Total expenses
- $372,142
- Net increase / (decrease)
- $957,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $22,071 | not reported in the loaded dataset |
| Retirement Solutions Specialists | CONTRACT ADMIN | $11,402 | $2,431 |
| Empower Annuity Insurance Company | RECORDKEEPER | $5,947 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $56 | not reported in the loaded dataset |