Profitsolv Purchaser, Inc. 401(K) Plan — Form 5500 plan (Profitsolv Purchaser, 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, Profitsolv Purchaser, Inc. 401(K) Plan is a benefit plan reported by Profitsolv Purchaser, Inc. under EIN 85-0811341 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $20,029,908 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Profitsolv Purchaser, Inc.
EIN
85-0811341
Plan number
001
Plan type
2
Location
Knoxville, TN
Latest filing year
2023
Participants
281
End-of-year plan assets
$20,029,908

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H, C20250129050912NAL0014708945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,029,908
Total liabilities (EOY)
$0
Net assets (EOY)
$20,029,908
Net assets (BOY)
$14,079,464

Income & contributions

Employer contributions
$481,235
Participant contributions
$1,583,676
Total contributions
$4,062,456
Total income / additions
$7,055,273

Expenses & distributions

Benefits paid
$996,031
Administrative expenses
$78,941
Total expenses
$1,104,829
Net increase / (decrease)
$5,950,444

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$34,323$02023
Mariner Wealth Advisors, LLCINVESTMENT/FINANCIAL ADVI$23,919$02023
Mariner Retirement Advisors, LLCINVESTMENT/FINANCIAL ADVI$20,697$02023

Related Form 5500 pages