Plan5500

Provision Living Associates 401(K) Plan — Form 5500 plan (Provision Living Associates, 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, Provision Living Associates 401(K) Plan is a benefit plan reported by Provision Living Associates, LLC under EIN 27-1418924 and plan number 001. The latest loaded filing year is 2023. The filing reports 944 participants and $2,860,775 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.9MPlan net assets, end of year$2,860,775
Participants944Covered participants reported
Assets / participant$3KComputed: assets ÷ participants$3,030 (computed)
Provider compensation$18.7K3 Schedule C provider row(s)$18,676
Plan sponsor
Provision Living Associates, LLC
EIN
27-1418924
Plan number
001
Plan type
2
Location
St Louis, MO
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    944 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.9M total assets
Net assets$2.9MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$277.8K
Benefits paid / distributions$259.2K
Contributions
Employer$198.8K
Participant$478.3K
Full reported line items

Net assets

Total assets (EOY)
$2,860,775
Total liabilities (EOY)
$0
Net assets (EOY)
$2,860,775
Net assets (BOY)
$1,915,592

Income & contributions

Employer contributions
$198,752
Participant contributions
$478,302
Total contributions
$819,834
Total income / additions
$1,223,021

Expenses & distributions

Benefits paid
$259,162
Administrative expenses
$18,676
Total expenses
$277,838
Net increase / (decrease)
$945,183
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Kiefer Bonfanti And Co,. Llp$10.1K
    NONE · Direct $10.1K
  2. 2
    Epic Retirement Plan Services$8.6K
    NONE · Direct $8.6K
  3. 3
    Charles Schwab & Co., Inc.$0
    NONE · Direct $0 · Indirect $0

Related Form 5500 pages