Pro-Tec Fire Services, Inc. Retirement Savings Plan — Form 5500 plan (Pro-Tec Fire 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-Tec Fire Services, Inc. Retirement Savings Plan is a benefit plan reported by Pro-Tec Fire Services, Inc. under EIN 39-1260881 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $5,525,590 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.5MPlan net assets, end of year$5,525,590
Participants279Covered participants reported
Assets / participant$19.8KComputed: assets ÷ participants$19,805 (computed)
Provider compensation$5.7K3 Schedule C provider row(s)$5,740
- Plan sponsor
- Pro-Tec Fire Services, Inc.
- EIN
- 39-1260881
- Plan number
- 001
- Plan type
- 2
- Location
- Appleton, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241010091259NAL0019855969001 |
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)$5.5M total assets
Net assets$5.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,525,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,525,590
- Net assets (BOY)
- $4,049,856
Income & contributions
- Employer contributions
- $338,427
- Participant contributions
- $852,267
- Total contributions
- $1,200,980
- Total income / additions
- $1,954,215
Expenses & distributions
- Benefits paid
- $472,694
- Administrative expenses
- $5,741
- Total expenses
- $478,481
- Net increase / (decrease)
- $1,475,734
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.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $5,740 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Packerland Brokerage | ADVISOR | $0 | $0 | 2023 |