2023 Form 5500 filing — Procurri LLC 401k 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 20240911122951NAL0003640099001) for Procurri LLC 401k Plan, reported by Procurri, LLC under EIN 46-1601019 and plan number 002. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911122951NAL0003640099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Procurri, LLC
- EIN
- 46-1601019
- Plan number
- 002
- Location
- Norcross, GA
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,757,492
- Net assets (EOY)
- $6,757,492
- Employer contributions
- $123,548
- Participant contributions
- $767,335
- Total income / additions
- $1,976,837
- Benefits paid
- $777,369
- Administrative expenses
- $30,283
- Total expenses
- $844,620
- Net increase / (decrease)
- $1,132,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $15,640 | $0 |
| Alliant Retirement Consulting | INVESTMENT ADVISORY | $14,643 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 |