Provident Realty Advisors, Inc. 401(K) Savings Plan — Form 5500 plan (Provident Realty Advisors 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, Provident Realty Advisors, Inc. 401(K) Savings Plan is a benefit plan reported by Provident Realty Advisors Inc. under EIN 75-2784992 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $8,416,991 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Provident Realty Advisors Inc.
- EIN
- 75-2784992
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $8,416,991
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241014145116NAL0052745346001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,416,991
- Net assets (EOY)
- $8,416,991
- Net assets (BOY)
- $5,923,037
Income & contributions
- Employer contributions
- $459,031
- Participant contributions
- $1,461,141
- Total contributions
- $2,388,335
- Total income / additions
- $3,532,006
Expenses & distributions
- Benefits paid
- $994,224
- Administrative expenses
- $43,828
- Total expenses
- $1,038,052
- Net increase / (decrease)
- $2,493,954
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services Ad | INVESTMENT ADVISOR - PLAN | $27,111 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $10,632 | $0 | 2023 |
| Definiti, LLC | RECORDKEEPER | $6,086 | $68 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Provident Realty Advisors Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Raymond James Financial Services Ad — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Definiti, LLC — Schedule C compensation