Plan5500

Proteus, Inc. 403(B) Plan — Form 5500 plan (Proteus, 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, Proteus, Inc. 403(B) Plan is a benefit plan reported by Proteus, Inc. under EIN 94-2184330 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $8,597,268 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Proteus, Inc.
EIN
94-2184330
Plan number
001
Plan type
2
Location
Visalia, CA
Latest filing year
2023
Participants
297
End-of-year plan assets
$8,597,268

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297H, C20240820154754NAL0001825283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,597,268
Total liabilities (EOY)
$0
Net assets (EOY)
$8,597,268
Net assets (BOY)
$8,073,400

Income & contributions

Employer contributions
$175,130
Participant contributions
$372,768
Total contributions
$547,898
Total income / additions
$1,574,621

Expenses & distributions

Benefits paid
$944,602
Administrative expenses
$76,692
Total expenses
$1,050,753
Net increase / (decrease)
$523,868

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lncoln National CorporationSERVICE PROVIDER$51,692$02023
Usi Advisors, Inc.SERVICE PROVIDER$25,000not reported in the loaded dataset2023

Related Form 5500 pages