Plan5500

Professional Project Services Dba Pro2serve — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Professional Project Services Dba Pro2serve (EIN 62-1661329) is a plan sponsor located in Knoxville, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-1661329
Location
Knoxville, TN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Professional Project Services Dba Pro2serve

  • 3 loaded plans hold $48.6M in reported assets.
  • The largest, Pro2serve 401(K) Plan, holds 81% of this company's reported plan assets.
  • Plans cover 1,167 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$45.5MSummed across loaded plans$45,548,279
Total reported assets$48.6M$48,642,334
Total reported participants1.2K1,167
Total reported liabilities$3.1M$3,094,055

Reported net position

Reported assets = net assets + liabilities (summed)$48.6M total assets
Net assets$45.5MLiabilities$3.1M
Contributions & income
Employer contributions$2.1M
Participant contributions$3.2M
Total income / additions$10.5M
Expenses & distributions
Benefits paid / distributions$5.1M
Total expenses$5.2M
Net increase / (decrease)$5.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets81%Pro2serve 401(K) Plan
Participants per plan389Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Pro2serve 401(K) Plan$39.3M
    Plan #001 · 423 participants · 2023
  2. 2
    Pro2serve Employee Stock Ownership Plan$9.3M
    Plan #003 · 495 participants · 2023
  3. 3
    Professional Project Services Dba Pro2serve Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 249 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Professional Project Services Dba Pro2serve. Open one for its full reported snapshot.

  1. 2023
    Professional Project Services Dba Pro2serve Employee Benefits Plan249 participants · 2No schedules
    View filing →
  2. 2023
    Pro2serve 401(K) Plan423 participants · 2Sch HSch C
    View filing →
  3. 2023
    Pro2serve Employee Stock Ownership Plan495 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Professional Project Services Dba Pro2serve report on Form 5500?
Professional Project Services Dba Pro2serve (EIN 62-1661329) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Professional Project Services Dba Pro2serve?
The Employer Identification Number (EIN) reported for Professional Project Services Dba Pro2serve is 62-1661329.
What is the latest Form 5500 filing year for Professional Project Services Dba Pro2serve?
The latest loaded Form 5500 filing year for Professional Project Services Dba Pro2serve is 2023.

Related Form 5500 pages