2023 Form 5500 filing — Protection Strategies, Inc. 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 20241014153442NAL0026586625001) for Protection Strategies, Inc. 401(K) Plan, reported by Protection Strategies, Inc. under EIN 52-2126333 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153442NAL0026586625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Protection Strategies, Inc.
- EIN
- 52-2126333
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,325,367
- Total liabilities (EOY)
- $7,674
- Net assets (EOY)
- $6,317,693
- Employer contributions
- $290,665
- Participant contributions
- $623,957
- Total income / additions
- $1,831,362
- Benefits paid
- $1,006,058
- Administrative expenses
- $42,112
- Total expenses
- $1,048,170
- Net increase / (decrease)
- $783,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pya Waltman Capital LLC | INVESTMENT ADVISOR | $18,988 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $16,235 | $0 |
| Erisa Services Inc | CONTRACT ADMIN | $4,225 | not reported in the loaded dataset |