2023 Form 5500 filing — Progress Unlimited Inc. 401(K) Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240412091145NAL0001272067001) for Progress Unlimited Inc. 401(K) Profit Sharing Plan And Trust, reported by Progress Unlimited, Inc. under EIN 52-1309011 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240412091145NAL0001272067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Progress Unlimited, Inc.
- EIN
- 52-1309011
- Plan number
- 001
- Location
- Owings Mills, MD
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,599,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,599,480
- Employer contributions
- $198,882
- Participant contributions
- $93,921
- Total income / additions
- $976,982
- Benefits paid
- $174,724
- Administrative expenses
- $15,035
- Total expenses
- $200,683
- Net increase / (decrease)
- $776,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sunwest Pensions | TPA/RECORDKEEPER | $4,125 | $3,543 |