2023 Form 5500 filing — Purvis Systems, Inc. Retirement 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 20241121095320NAL0000484289001) for Purvis Systems, Inc. Retirement Plan, reported by Purvis Systems Inc under EIN 11-2299301 and plan number 002. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241121095320NAL0000484289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Purvis Systems Inc
- EIN
- 11-2299301
- Plan number
- 002
- Location
- Middletown, RI
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,795,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,795,756
- Employer contributions
- $548,437
- Participant contributions
- $1,784,996
- Total income / additions
- $5,473,100
- Benefits paid
- $3,308,348
- Administrative expenses
- $90,022
- Total expenses
- $3,425,439
- Net increase / (decrease)
- $2,047,661
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth Inc | INVESTMENT ADVISOR | $28,186 | not reported in the loaded dataset |
| Pentegra Services Inc | CONTRACT ADMIN | $26,793 | not reported in the loaded dataset |
| Sansiveri Kimball & Co Llp | AUDITOR | $18,500 | not reported in the loaded dataset |
| Flexpath Strategies LLC | OTHER | $11,746 | not reported in the loaded dataset |
| Greater Newport Chamber Of Commerce | OTHER | $1,345 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |