Proenergy Service 401(K) Plan — Form 5500 plan (Proenergy Service LLC)
Plain-English plan 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, Proenergy Service 401(K) Plan is a benefit plan reported by Proenergy Service LLC under EIN 01-0691758 and plan number 001. The latest loaded filing year is 2023. The filing reports 666 participants and $33,145,816 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Proenergy Service LLC
- EIN
- 01-0691758
- Plan number
- 001
- Plan type
- 2
- Location
- Sedalia, MO
- Latest filing year
- 2023
- Participants
- 666
- End-of-year plan assets
- $33,145,816
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 666 | H, C | 20241011155622NAL0022274433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,145,816
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,145,816
- Net assets (BOY)
- $25,903,773
Income & contributions
- Employer contributions
- $1,157,190
- Participant contributions
- $3,534,477
- Total contributions
- $5,762,810
- Total income / additions
- $9,980,832
Expenses & distributions
- Benefits paid
- $2,578,197
- Administrative expenses
- $114,133
- Total expenses
- $2,738,789
- Net increase / (decrease)
- $7,242,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $45,628 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $38,784 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $29,669 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Proenergy Service LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Sedalia, MO
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation