2023 Form 5500 filing — Prog Holdings Employee Retirement 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 20240812140710NAL0020861186001) for Prog Holdings Employee Retirement Plan, reported by Prog Holdings, Inc. under EIN 85-2484385 and plan number 001. It reports 1,960 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240812140710NAL0020861186001
Filing year
2023
Form type
2
Plan sponsor
Prog Holdings, Inc.
EIN
85-2484385
Plan number
001
Location
Draper, UT
Participants
1,960
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$59,962,269
Total liabilities (EOY)
$0
Net assets (EOY)
$59,962,269
Employer contributions
$3,285,021
Participant contributions
$6,558,760
Total income / additions
$19,338,744
Benefits paid
$5,154,034
Administrative expenses
$102,068
Total expenses
$5,256,102
Net increase / (decrease)
$14,082,642
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Milliman, Inc.NONE$102,068not reported in the loaded dataset
Charles Schwab Trust BankNONE$32$7,530
Charles Schwab & Co., Inc.NONE$2,582$0

Related Form 5500 pages