Provident Savings Bank 401(K) Plan — Form 5500 plan (Provident Savings Bank)
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, Provident Savings Bank 401(K) Plan is a benefit plan reported by Provident Savings Bank under EIN 95-6024097 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $39,260,244 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Provident Savings Bank
- EIN
- 95-6024097
- Plan number
- 001
- Plan type
- 2
- Location
- Riverside, CA
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $39,260,244
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20241011101123NAL0010801507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,260,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,260,244
- Net assets (BOY)
- $35,851,329
Income & contributions
- Employer contributions
- $310,873
- Participant contributions
- $843,895
- Total contributions
- $1,317,873
- Total income / additions
- $6,408,392
Expenses & distributions
- Benefits paid
- $2,931,481
- Administrative expenses
- $67,996
- Total expenses
- $2,999,477
- Net increase / (decrease)
- $3,408,915
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $32,996 | $0 | 2023 |
| Qp Advisory LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Roorda Piquet & Bessee Inc | NONE | $10,000 | not reported in the loaded dataset | 2023 |