Provenir Group Holdings, LLC — Form 5500 plan (Provenir Group Holdings, 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, Provenir Group Holdings, LLC is a benefit plan reported by Provenir Group Holdings, LLC under EIN 30-0806184 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $10,948,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Provenir Group Holdings, LLC
- EIN
- 30-0806184
- Plan number
- 001
- Plan type
- 2
- Location
- Parsippany, NJ
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $10,948,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241015091327NAL0047151248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,948,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,948,172
- Net assets (BOY)
- $8,685,552
Income & contributions
- Employer contributions
- $344,305
- Participant contributions
- $1,364,774
- Total contributions
- $1,753,938
- Total income / additions
- $3,399,492
Expenses & distributions
- Benefits paid
- $1,082,474
- Administrative expenses
- $44,374
- Total expenses
- $1,136,872
- Net increase / (decrease)
- $2,262,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $23,592 | $62 | 2023 |
| Adp, Inc. | RECORD KEEPER | $15,530 | $0 | 2023 |
| Eisner Amper Llp | ACCOUNTANT | $5,250 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Provenir Group Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Parsippany, NJ
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Eisner Amper Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation