2023 Form 5500 filing — Protrials Research, 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 20240805162210NAL0000785139001) for Protrials Research, Inc. 401(K) Profit Sharing Plan, reported by Protrials Research, Inc. under EIN 93-1210921 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$19.8MReported net assets$19,838,135
Participants231
Provider compensation$73.5K3 Schedule C row(s)$73,537
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240805162210NAL0000785139001
- Plan sponsor
- Protrials Research, Inc.
- EIN
- 93-1210921
- Plan number
- 001
- Location
- Los Gatos, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$19.8M total assets
Net assets$19.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,838,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,838,135
- Employer contributions
- $300,349
- Participant contributions
- $1,298,340
- Total income / additions
- $4,500,764
- Benefits paid
- $1,713,228
- Administrative expenses
- $73,537
- Total expenses
- $1,786,765
- Net increase / (decrease)
- $2,713,999
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $35,147 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $27,140 | not reported in the loaded dataset |
| Pension Assurance Llp | AUDITOR | $11,250 | not reported in the loaded dataset |