2023 Form 5500 filing — Providence Administrative Consulting Services Inc 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 20241015194808NAL0017137299001) for Providence Administrative Consulting Services Inc 401(K) Profit Sharing Plan & Trust, reported by Providence Administrative Consulting Services Inc under EIN 03-0569171 and plan number 002. It reports 3,024 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194808NAL0017137299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Providence Administrative Consulting Services Inc
- EIN
- 03-0569171
- Plan number
- 002
- Location
- Farmington, UT
- Participants
- 3,024
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,379,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,379,836
- Employer contributions
- $140,276
- Participant contributions
- $1,318,129
- Total income / additions
- $5,497,606
- Benefits paid
- $6,068,423
- Administrative expenses
- $57,691
- Total expenses
- $6,167,158
- Net increase / (decrease)
- -$669,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $27,995 | not reported in the loaded dataset |
| Stratos Wealth Partners | INVESTMENT ADVISOR | $15,710 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,158 | $0 |