The Oprw 401(K) Plan — Form 5500 plan (Proformance Associates, 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, The Oprw 401(K) Plan is a benefit plan reported by Proformance Associates, Inc. under EIN 68-0007693 and plan number 003. The latest loaded filing year is 2023. The filing reports 185 participants and $9,944,486 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Proformance Associates, Inc.
- EIN
- 68-0007693
- Plan number
- 003
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $9,944,486
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241015150845NAL0030106033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,944,486
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,944,486
- Net assets (BOY)
- $8,821,252
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $333,537
- Total contributions
- $333,537
- Total income / additions
- $1,590,491
Expenses & distributions
- Benefits paid
- $434,307
- Administrative expenses
- $30,842
- Total expenses
- $467,257
- Net increase / (decrease)
- $1,123,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwk Group Inc | INVESTMENT ADVISOR | $22,811 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,869 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Proformance Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Walnut Creek, CA
- Nwk Group Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation