2023 Form 5500 filing — Propeller 401(K) Profit Sharing Plan 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 20241014170451NAL0015335971001) for Propeller 401(K) Profit Sharing Plan Trust, reported by Propeller under EIN 45-5286846 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.5MReported net assets$19,531,082
Participants306
Provider compensation$38.1K2 Schedule C row(s)$38,150
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014170451NAL0015335971001
Plan sponsor
Propeller
EIN
45-5286846
Plan number
001
Location
Portland, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.5M total assets
Net assets$19.5MLiabilities$0
Money in vs. money out
Total income / additions$7.3M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$725.8K
Participant$2.7M
Full reported line items
Total assets (EOY)
$19,531,082
Total liabilities (EOY)
$0
Net assets (EOY)
$19,531,082
Employer contributions
$725,786
Participant contributions
$2,707,247
Total income / additions
$7,268,228
Benefits paid
$1,165,902
Administrative expenses
$38,150
Total expenses
$1,211,963
Net increase / (decrease)
$6,056,265
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $23.4K · Indirect $0
  2. 2
    ACCOUNTANT/AUDITOR · Direct $14.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014170451NAL0015335971001 cover?
It is the 2023 Form 5500 filing for Propeller 401(K) Profit Sharing Plan Trust, reported by Propeller (EIN 45-5286846).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages