Proplogix, LLC Retirement Plan — Form 5500 plan (Proplogix, LLC)

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, Proplogix, LLC Retirement Plan is a benefit plan reported by Proplogix, LLC under EIN 81-3763469 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $3,028,170 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Proplogix, LLC
EIN
81-3763469
Plan number
001
Plan type
2
Location
Sarasota, FL
Latest filing year
2023
Participants
373
End-of-year plan assets
$3,028,170

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023373H, C20240918135904NAL0004418305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,028,170
Total liabilities (EOY)
$39,207
Net assets (EOY)
$2,988,963
Net assets (BOY)
$2,379,833

Income & contributions

Employer contributions
$205,986
Participant contributions
$528,434
Total contributions
$794,272
Total income / additions
$1,228,026

Expenses & distributions

Benefits paid
$553,898
Administrative expenses
$22,803
Total expenses
$618,896
Net increase / (decrease)
$609,130

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$4,103$02023
Dyatech LLCTPA$750$02023
MorningstarINVESTMENT ADVISORY$0$3352023
DyatechTPA$0$2922023

Related Form 5500 pages