2023 Form 5500 filing — Progress Residential 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 20240912143703NAL0019168322001) for Progress Residential 401(K) Plan, reported by Progress Residential under EIN 30-0834544 and plan number 001. It reports 2,965 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912143703NAL0019168322001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Progress Residential
- EIN
- 30-0834544
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 2,965
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,118,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,118,088
- Employer contributions
- $4,132,903
- Participant contributions
- $11,452,980
- Total income / additions
- $23,482,239
- Benefits paid
- $6,101,235
- Administrative expenses
- $231,182
- Total expenses
- $6,336,053
- Net increase / (decrease)
- $17,146,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $175,405 | $0 |
| Ifam Capital | ADVISOR | $41,777 | not reported in the loaded dataset |