Prog Holdings Employee Retirement Plan — Form 5500 plan (Prog Holdings, 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, Prog Holdings Employee Retirement Plan is a benefit plan reported by Prog Holdings, Inc. under EIN 85-2484385 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,960 participants and $59,962,269 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Prog Holdings, Inc.
EIN
85-2484385
Plan number
001
Plan type
2
Location
Draper, UT
Latest filing year
2023
Participants
1,960
End-of-year plan assets
$59,962,269

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,960H, C20240812140710NAL0020861186001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,962,269
Total liabilities (EOY)
$0
Net assets (EOY)
$59,962,269
Net assets (BOY)
$45,879,627

Income & contributions

Employer contributions
$3,285,021
Participant contributions
$6,558,760
Total contributions
$10,592,760
Total income / additions
$19,338,744

Expenses & distributions

Benefits paid
$5,154,034
Administrative expenses
$102,068
Total expenses
$5,256,102
Net increase / (decrease)
$14,082,642

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$102,068not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$32$7,5302023
Charles Schwab & Co., Inc.NONE$2,582$02023

Related Form 5500 pages