Pro Services, Inc. 401(K) Plan — Form 5500 plan (Pro Services, 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, Pro Services, Inc. 401(K) Plan is a benefit plan reported by Pro Services, Inc under EIN 38-3637535 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $3,813,892 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pro Services, Inc
EIN
38-3637535
Plan number
001
Plan type
2
Location
Portage, MI
Latest filing year
2023
Participants
210
End-of-year plan assets
$3,813,892

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20241015140943NAL0049822464001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,813,892
Total liabilities (EOY)
$0
Net assets (EOY)
$3,813,892
Net assets (BOY)
$3,007,882

Income & contributions

Employer contributions
$212,139
Participant contributions
$508,231
Total contributions
$720,370
Total income / additions
$1,217,449

Expenses & distributions

Benefits paid
$401,638
Administrative expenses
$9,801
Total expenses
$411,439
Net increase / (decrease)
$806,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
M. Holdings Securities, Inc.INVESTMENT/FINANCIAL ADVI$7,854$02023
Adp, Inc.RECORD KEEPER$1,945$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages