Plan5500

Pros, Inc. 401(K) Plan — Form 5500 plan (Pros, 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, Pros, Inc. 401(K) Plan is a benefit plan reported by Pros, Inc. under EIN 45-5498401 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,234 participants and $185,735,339 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pros, Inc.
EIN
45-5498401
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
1,234
End-of-year plan assets
$185,735,339

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,234H, C20240930134459NAL0005598465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$185,735,339
Total liabilities (EOY)
$0
Net assets (EOY)
$185,735,339
Net assets (BOY)
$148,306,330

Income & contributions

Employer contributions
$2,428,227
Participant contributions
$10,207,681
Total contributions
$13,250,831
Total income / additions
$50,423,608

Expenses & distributions

Benefits paid
$12,868,299
Administrative expenses
$126,300
Total expenses
$12,994,599
Net increase / (decrease)
$37,429,009

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning, LLCINVESTMENT ADVISOR$60,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$54,800$02023
Lj Mosby, P.C.ACCOUNTANT/AUDITOR$11,500not reported in the loaded dataset2023

Related Form 5500 pages