Provest LLC 401(K) Plan — Form 5500 plan (Provest 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, Provest LLC 401(K) Plan is a benefit plan reported by Provest LLC under EIN 20-4268980 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $5,660,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Provest LLC
- EIN
- 20-4268980
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $5,660,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20240723074327NAL0011385201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,660,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,660,021
- Net assets (BOY)
- $4,702,061
Income & contributions
- Employer contributions
- $125,127
- Participant contributions
- $435,156
- Total contributions
- $562,103
- Total income / additions
- $1,330,102
Expenses & distributions
- Benefits paid
- $334,253
- Administrative expenses
- $37,889
- Total expenses
- $372,142
- Net increase / (decrease)
- $957,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $22,071 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $11,402 | $2,431 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $5,947 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $56 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Provest LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Ubs Financial Services Inc. — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation