Prophet Brand Strategy 401(K) Plan — Form 5500 plan (Prophet Brand Strategy)
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, Prophet Brand Strategy 401(K) Plan is a benefit plan reported by Prophet Brand Strategy under EIN 94-3188022 and plan number 001. The latest loaded filing year is 2023. The filing reports 688 participants and $65,113,002 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Prophet Brand Strategy
- EIN
- 94-3188022
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 688
- End-of-year plan assets
- $65,113,002
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 688 | H, C | 20241009150250NAL0038223346001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,113,002
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,113,002
- Net assets (BOY)
- $56,230,651
Income & contributions
- Employer contributions
- $2,185,170
- Participant contributions
- $5,764,889
- Total contributions
- $8,339,535
- Total income / additions
- $17,865,249
Expenses & distributions
- Benefits paid
- $8,794,236
- Administrative expenses
- $171,933
- Total expenses
- $8,982,898
- Net increase / (decrease)
- $8,882,351
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RETAINED BY PLAN SPONSOR | $103,933 | $0 | 2023 |
| Global Retirement | RETAINED BY PLAN SPONSOR | $68,000 | not reported in the loaded dataset | 2023 |