Proretire Savings Plan — Form 5500 plan (The Finway Group)
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, Proretire Savings Plan is a benefit plan reported by The Finway Group under EIN 42-1468222 and plan number 013. The latest loaded filing year is 2023. The filing reports 498 participants and $27,256,003 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Finway Group
- EIN
- 42-1468222
- Plan number
- 013
- Plan type
- 3
- Location
- West Des Moines, IA
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch IView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $27,256,003
- Net assets (EOY)
- $27,256,003
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $293,619
- Participant contributions
- $1,542,173
- Total income / additions
- $4,748,912
Expenses & distributions
- Benefits paid
- $1,483,390
- Administrative expenses
- $29,525
- Total expenses
- $1,512,915
- Net increase / (decrease)
- $3,235,997
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.