Proficient Auto, Inc. Dba Proficient Auto Transport 401(K) Profit Sharing Plan — Form 5500 plan (Proficient Auto, Inc. Dba Proficient Auto Transport)
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, Proficient Auto, Inc. Dba Proficient Auto Transport 401(K) Profit Sharing Plan is a benefit plan reported by Proficient Auto, Inc. Dba Proficient Auto Transport under EIN 20-1693247 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $3,172,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Proficient Auto, Inc. Dba Proficient Auto Transport
- EIN
- 20-1693247
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $3,172,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20250415160234NAL0001544659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,172,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,172,405
- Net assets (BOY)
- $2,766,042
Income & contributions
- Participant contributions
- $538,174
- Total contributions
- $538,174
- Total income / additions
- $885,303
Expenses & distributions
- Benefits paid
- $443,366
- Administrative expenses
- $5,242
- Total expenses
- $478,940
- Net increase / (decrease)
- $406,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mai Capital Management LLC | INVESTMENT ADVISOR | $10,316 | not reported in the loaded dataset | 2023 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $2,525 | $1,290 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,740 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $352 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Proficient Auto, Inc. Dba Proficient Auto Transport
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Mai Capital Management LLC — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation