2023 Form 5500 filing — Proficient Auto, Inc. Dba Proficient Auto Transport 401(K) Profit Sharing 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 20250415160234NAL0001544659001) for Proficient Auto, Inc. Dba Proficient Auto Transport 401(K) Profit Sharing Plan, reported by Proficient Auto, Inc. Dba Proficient Auto Transport under EIN 20-1693247 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415160234NAL0001544659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Proficient Auto, Inc. Dba Proficient Auto Transport
- EIN
- 20-1693247
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,172,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,172,405
- Participant contributions
- $538,174
- Total income / additions
- $885,303
- Benefits paid
- $443,366
- Administrative expenses
- $5,242
- Total expenses
- $478,940
- Net increase / (decrease)
- $406,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mai Capital Management LLC | INVESTMENT ADVISOR | $10,316 | not reported in the loaded dataset |
| The Retirement Advantage Inc | CONTRACT ADMIN | $2,525 | $1,290 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,740 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $352 | not reported in the loaded dataset |