Protrials Research, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Protrials Research, 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, Protrials Research, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Protrials Research, Inc. under EIN 93-1210921 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $19,838,135 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$19.8MPlan net assets, end of year$19,838,135
Participants231Covered participants reported
Assets / participant$85.9KComputed: assets ÷ participants$85,879 (computed)
Provider compensation$73.5K3 Schedule C provider row(s)$73,537
- Plan sponsor
- Protrials Research, Inc.
- EIN
- 93-1210921
- Plan number
- 001
- Plan type
- 2
- Location
- Los Gatos, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20240805162210NAL0000785139001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$19.8M total assets
Net assets$19.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $19,838,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,838,135
- Net assets (BOY)
- $17,124,136
Income & contributions
- Employer contributions
- $300,349
- Participant contributions
- $1,298,340
- Total contributions
- $1,637,258
- Total income / additions
- $4,500,764
Expenses & distributions
- Benefits paid
- $1,713,228
- Administrative expenses
- $73,537
- Total expenses
- $1,786,765
- Net increase / (decrease)
- $2,713,999
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
19%81%
Employer 19%Participant 81%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $35,147 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $27,140 | not reported in the loaded dataset | 2023 |
| Pension Assurance Llp | AUDITOR | $11,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Protrials Research, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Gatos, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation