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, 401(K) Profit Sharing Plan For Employees Of Productive Alternatives, Inc. is a benefit plan reported by Productive Alternatives, Inc. under EIN 41-0844951 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $3,591,354 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,591,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,591,354
- Net assets (BOY)
- $3,291,262
Income & contributions
- Employer contributions
- $40,219
- Participant contributions
- $192,019
- Total contributions
- $243,932
- Total income / additions
- $696,887
Expenses & distributions
- Benefits paid
- $396,144
- Administrative expenses
- $651
- Total expenses
- $396,795
- Net increase / (decrease)
- $300,092