Provident Funding 401(K) Plan — Form 5500 plan (Provident Funding Associates, L.P.)
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 Funding 401(K) Plan is a benefit plan reported by Provident Funding Associates, L.P. under EIN 77-0323586 and plan number 001. The latest loaded filing year is 2023. The filing reports 478 participants and $31,330,953 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Provident Funding Associates, L.P.
- EIN
- 77-0323586
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Rosa, CA
- Latest filing year
- 2023
- Participants
- 478
- End-of-year plan assets
- $31,330,953
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 478 | H, C | 20240916102441NAL0000627187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,330,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,330,953
- Net assets (BOY)
- $24,930,681
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,104,507
- Total contributions
- $2,105,642
- Total income / additions
- $7,138,895
Expenses & distributions
- Benefits paid
- $612,167
- Administrative expenses
- $64,146
- Total expenses
- $738,623
- Net increase / (decrease)
- $6,400,272
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisors LLC | INVESTMENT ADVISOR | $29,799 | not reported in the loaded dataset | 2023 |
| Frank Rimerman & Co Llp | AUDITOR | $13,650 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,493 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,205 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Provident Funding Associates, L.P.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Rosa, CA
- Cetera Advisors LLC — Schedule C compensation
- Frank Rimerman & Co Llp — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation