2023 Form 5500 filing — Providence Engineering & Environmental Group, LLC 401(K) Pension 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 20240925062809NAL0013929073001) for Providence Engineering & Environmental Group, LLC 401(K) Pension Plan, reported by Providence Holding, Inc. under EIN 46-0913058 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925062809NAL0013929073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Providence Holding, Inc.
- EIN
- 46-0913058
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,101,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,101,423
- Employer contributions
- $200,396
- Participant contributions
- $589,893
- Total income / additions
- $2,739,581
- Benefits paid
- $1,245,777
- Administrative expenses
- $39,649
- Total expenses
- $1,285,426
- Net increase / (decrease)
- $1,454,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,237 | $0 |
| Cetera Advisors | ADVISOR, BROKER | $0 | $24,579 |
| Sentinel Pension And Payroll | THIRD PARTY ADMIN | $2,880 | $4,577 |