Provi 401(K) Plan — Form 5500 plan (Tiz, 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, Provi 401(K) Plan is a benefit plan reported by Tiz, Inc under EIN 61-1797561 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $8,534,561 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tiz, Inc
EIN
61-1797561
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
310
End-of-year plan assets
$8,534,561

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20241014093031NAL0013063507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,534,561
Total liabilities (EOY)
$176,414
Net assets (EOY)
$8,358,147
Net assets (BOY)
$3,768,735

Income & contributions

Employer contributions
$306,505
Participant contributions
$2,236,958
Total contributions
$4,886,159
Total income / additions
$5,989,295

Expenses & distributions

Benefits paid
$1,373,758
Administrative expenses
$26,125
Total expenses
$1,399,883
Net increase / (decrease)
$4,589,412

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Human Interest Advisor LLCRECORDKEEPER$26,125not reported in the loaded dataset2023

Related Form 5500 pages