Prezero Us. Inc. 401(K) Plan — Form 5500 plan (Prezero Us. 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, Prezero Us. Inc. 401(K) Plan is a benefit plan reported by Prezero Us. Inc. under EIN 30-1027582 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $4,299,048 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Prezero Us. Inc.
- EIN
- 30-1027582
- Plan number
- 001
- Plan type
- 2
- Location
- Jurupa Valley, CA
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $4,299,048
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241217111103NAL0002038129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,299,048
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,299,048
- Net assets (BOY)
- $3,535,005
Income & contributions
- Employer contributions
- $273,250
- Participant contributions
- $391,814
- Total contributions
- $665,064
- Total income / additions
- $1,311,284
Expenses & distributions
- Benefits paid
- $525,116
- Administrative expenses
- $22,125
- Total expenses
- $547,241
- Net increase / (decrease)
- $764,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | NONE | $15,080 | not reported in the loaded dataset | 2023 |
| Cpi Qualified Plan Consultants, Inc | NONE | $7,045 | not reported in the loaded dataset | 2023 |