Progressive Services, Inc. 401(K) Salary Reduction Plan — Form 5500 plan (Progressive Services, Inc. Dba Progressive)
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, Progressive Services, Inc. 401(K) Salary Reduction Plan is a benefit plan reported by Progressive Services, Inc. Dba Progressive under EIN 86-0345657 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,094 participants and $11,257,651 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Progressive Services, Inc. Dba Progressive
- EIN
- 86-0345657
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 1,094
- End-of-year plan assets
- $11,257,651
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,094 | H, C | 20241004160628NAL0006835379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,257,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,257,651
- Net assets (BOY)
- $9,483,836
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,298,447
- Total contributions
- $1,301,827
- Total income / additions
- $2,702,441
Expenses & distributions
- Benefits paid
- $880,718
- Administrative expenses
- $47,908
- Total expenses
- $928,626
- Net increase / (decrease)
- $1,773,815
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark | INVESTMENT ADVISOR | $34,111 | not reported in the loaded dataset | 2023 |
| Benefits2 Administrators LLC | CONTRACT ADMINISTRATOR | $11,290 | not reported in the loaded dataset | 2023 |
| Ameriben/Iec Group | TPA | $3,105 | not reported in the loaded dataset | 2023 |
| Cota Street Inv Mngt | INVESTMENT MGMT | $2,852 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Progressive Services, Inc. Dba Progressive
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Pensionmark — Schedule C compensation
- Benefits2 Administrators LLC — Schedule C compensation
- Ameriben/Iec Group — Schedule C compensation
- Cota Street Inv Mngt — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation