Project Associates, Inc. Retirement Savings Plan — Form 5500 plan (Project Associates, 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, Project Associates, Inc. Retirement Savings Plan is a benefit plan reported by Project Associates, Inc. under EIN 35-1640875 and plan number 001. The latest loaded filing year is 2023. The filing reports 105 participants and $25,213,675 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Project Associates, Inc.
EIN
35-1640875
Plan number
001
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
105
End-of-year plan assets
$25,213,675

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023105H, C20241014132823NAL0026261137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,213,675
Total liabilities (EOY)
$0
Net assets (EOY)
$25,213,675
Net assets (BOY)
$20,403,710

Income & contributions

Employer contributions
$425,187
Participant contributions
$1,279,735
Total contributions
$1,824,287
Total income / additions
$6,290,895

Expenses & distributions

Benefits paid
$1,458,661
Administrative expenses
$22,269
Total expenses
$1,480,930
Net increase / (decrease)
$4,809,965

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Old National Wealth ManagementADVISOR$43,911not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$21,642$02023

Related Form 5500 pages