Proact, Inc. 401(K) Plan — Form 5500 plan (Proact, Inc.)

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, Proact, Inc. 401(K) Plan is a benefit plan reported by Proact, Inc. under EIN 23-7239408 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $10,179,573 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Proact, Inc.
EIN
23-7239408
Plan number
001
Plan type
2
Location
Eagan, MN
Latest filing year
2023
Participants
172
End-of-year plan assets
$10,179,573

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20250411135140NAL0026230833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,179,573
Total liabilities (EOY)
$175
Net assets (EOY)
$10,179,398
Net assets (BOY)
$9,084,988

Income & contributions

Employer contributions
$410,066
Participant contributions
$296,642
Total contributions
$707,307
Total income / additions
$2,004,631

Expenses & distributions

Benefits paid
$902,146
Administrative expenses
$8,075
Total expenses
$910,221
Net increase / (decrease)
$1,094,410

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tax Sheltered CompensationTPAnot reported in the loaded dataset$4,5172023
MorningstarBROKER DEALERnot reported in the loaded dataset$1,4562023

Related Form 5500 pages