Probity Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Probity, 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, Probity Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Probity, Inc. under EIN 47-2933881 and plan number 002. The latest loaded filing year is 2023. The filing reports 181 participants and $42,685,316 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Probity, Inc.
- EIN
- 47-2933881
- Plan number
- 002
- Plan type
- 2
- Location
- Herndon, VA
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $42,685,316
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241008083727NAL0008190499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,685,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,685,316
- Net assets (BOY)
- $33,550,459
Income & contributions
- Employer contributions
- $2,442,349
- Participant contributions
- $1,872,750
- Total contributions
- $4,887,812
- Total income / additions
- $10,788,908
Expenses & distributions
- Benefits paid
- $1,638,465
- Administrative expenses
- $11,950
- Total expenses
- $1,654,051
- Net increase / (decrease)
- $9,134,857
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | OTHER SERVICES | $0 | $78,911 | 2023 |
| Ameriprise Financial Services Inc | OTHER SERVICES | $0 | $40,483 | 2023 |
| Newport Group Inc | OTHER SERVICES | $0 | $16,946 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,990 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Probity, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Herndon, VA
- Ameriprise Financial Services Inc — Schedule C compensation
- Newport Group Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation