2023 Form 5500 filing — Proenergy Service 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 20241011155622NAL0022274433001) for Proenergy Service 401(K) Plan, reported by Proenergy Service LLC under EIN 01-0691758 and plan number 001. It reports 666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155622NAL0022274433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Proenergy Service LLC
- EIN
- 01-0691758
- Plan number
- 001
- Location
- Sedalia, MO
- Participants
- 666
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,145,816
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,145,816
- Employer contributions
- $1,157,190
- Participant contributions
- $3,534,477
- Total income / additions
- $9,980,832
- Benefits paid
- $2,578,197
- Administrative expenses
- $114,133
- Total expenses
- $2,738,789
- Net increase / (decrease)
- $7,242,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $45,628 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $38,784 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $29,669 | not reported in the loaded dataset |