2023 Form 5500 filing — Proven Partners Manufacturing Retirement Savings 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 20241015165203NAL0016914275001) for Proven Partners Manufacturing Retirement Savings Plan, reported by Proven Partners Manufacturing under EIN 20-2145505 and plan number 001. It reports 374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165203NAL0016914275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Proven Partners Manufacturing
- EIN
- 20-2145505
- Plan number
- 001
- Location
- Elgin, IL
- Participants
- 374
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,603,089
- Net assets (EOY)
- $2,603,089
- Employer contributions
- $161,834
- Participant contributions
- $300,512
- Total income / additions
- $902,933
- Benefits paid
- $270,447
- Administrative expenses
- $23,938
- Total expenses
- $294,385
- Net increase / (decrease)
- $608,548
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $17,695 | $0 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISOR | $6,243 | not reported in the loaded dataset |