Plan5500

Providential Bba Operating Lp 401(K) Retirement Savings Plan — Form 5500 plan (Providential Bba Operating Lp)

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, Providential Bba Operating Lp 401(K) Retirement Savings Plan is a benefit plan reported by Providential Bba Operating Lp under EIN 84-2291180 and plan number 001. The latest loaded filing year is 2023. The filing reports 390 participants and $12,689,236 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Providential Bba Operating Lp
EIN
84-2291180
Plan number
001
Plan type
2
Location
Bountiful, UT
Latest filing year
2023
Participants
390
End-of-year plan assets
$12,689,236

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023390H, C20240911154704NAL0008764353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,689,236
Total liabilities (EOY)
$0
Net assets (EOY)
$12,689,236
Net assets (BOY)
$10,594,388

Income & contributions

Employer contributions
$380,762
Participant contributions
$748,301
Total contributions
$1,481,246
Total income / additions
$3,391,263

Expenses & distributions

Benefits paid
$1,236,485
Administrative expenses
$59,930
Total expenses
$1,296,415
Net increase / (decrease)
$2,094,848

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$35,985not reported in the loaded dataset2023
Lpl Financial LLCADVISOR$15,727not reported in the loaded dataset2023
Raymond James Financial ServicesADVISOR$8,218not reported in the loaded dataset2023

Related Form 5500 pages