Propeller 401(K) Profit Sharing Plan Trust — Form 5500 plan (Propeller)
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, Propeller 401(K) Profit Sharing Plan Trust is a benefit plan reported by Propeller under EIN 45-5286846 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $19,531,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Propeller
- EIN
- 45-5286846
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $19,531,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20241014170451NAL0015335971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,531,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,531,082
- Net assets (BOY)
- $13,474,817
Income & contributions
- Employer contributions
- $725,786
- Participant contributions
- $2,707,247
- Total contributions
- $3,997,567
- Total income / additions
- $7,268,228
Expenses & distributions
- Benefits paid
- $1,165,902
- Administrative expenses
- $38,150
- Total expenses
- $1,211,963
- Net increase / (decrease)
- $6,056,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,350 | $0 | 2023 |
| Jones & Roth, P.C. | ACCOUNTANT/AUDITOR | $14,800 | not reported in the loaded dataset | 2023 |