2023 Form 5500 filing — Pro-Change Behavior Systems, Inc 401(K) Profit Sharing Plan

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 20240710150007NAL0030686034001) for Pro-Change Behavior Systems, Inc 401(K) Profit Sharing Plan, reported by Pro-Change Behavior Systems, Inc. under EIN 05-0508853 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.2MReported net assets$6,203,459
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240710150007NAL0030686034001
Plan sponsor
Pro-Change Behavior Systems, Inc.
EIN
05-0508853
Plan number
001
Location
Narragansett, RI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.2M total assets
Net assets$6.2MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$50K
Benefits paid / distributions$49.8K
Contributions
Employer$44.5K
Participant$132K
Full reported line items
Total assets (EOY)
$6,203,459
Total liabilities (EOY)
$0
Net assets (EOY)
$6,203,459
Employer contributions
$44,458
Participant contributions
$131,971
Total income / additions
$1,204,889
Benefits paid
$49,828
Administrative expenses
$200
Total expenses
$50,028
Net increase / (decrease)
$1,154,861

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240710150007NAL0030686034001 cover?
It is the 2023 Form 5500 filing for Pro-Change Behavior Systems, Inc 401(K) Profit Sharing Plan, reported by Pro-Change Behavior Systems, Inc. (EIN 05-0508853).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages