2023 Form 5500 filing — Progressive Tractor & Implement Co., L.L.C. 401(K) Plan And Trust

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 20241007122540NAL0016051777001) for Progressive Tractor & Implement Co., L.L.C. 401(K) Plan And Trust, reported by Progressive Tractor & Implement Co., L.L.C. under EIN 72-1197212 and plan number 001. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241007122540NAL0016051777001
Filing year
2023
Form type
2
Plan sponsor
Progressive Tractor & Implement Co., L.L.C.
EIN
72-1197212
Plan number
001
Location
Opelousas, LA
Participants
456
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$16,622,265
Total liabilities (EOY)
$0
Net assets (EOY)
$16,622,265
Employer contributions
$897,410
Participant contributions
$1,384,121
Total income / additions
$4,942,824
Benefits paid
$2,105,105
Administrative expenses
$62,813
Total expenses
$2,167,918
Net increase / (decrease)
$2,774,906
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
NationwideBROKER$40,577$8,094
Second Line CapitalBROKER$26,111not reported in the loaded dataset
Advisor Resource CouncilBROKER$18,119not reported in the loaded dataset

Related Form 5500 pages