2023 Form 5500 filing — Pro2serve 401(K) 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 20240827082114NAL0019294624001) for Pro2serve 401(K) Plan, reported by Professional Project Services, Inc. under EIN 62-1661329 and plan number 001. It reports 423 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)$39.3MReported net assets$39,339,607
Participants423
Provider compensation$58.2K3 Schedule C row(s)$58,190
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240827082114NAL0019294624001
Plan sponsor
Professional Project Services, Inc.
EIN
62-1661329
Plan number
001
Location
Oak Ridge, TN
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$39.3M total assets
Net assets$39.3MLiabilities$0
Money in vs. money out
Total income / additions$9.9M
Total expenses$4.9M
Benefits paid / distributions$4.8M
Contributions
EmployerNot reported
Participant$3.2M
Full reported line items
Total assets (EOY)
$39,339,607
Total liabilities (EOY)
$0
Net assets (EOY)
$39,339,607
Participant contributions
$3,195,873
Total income / additions
$9,886,123
Benefits paid
$4,799,573
Administrative expenses
$58,191
Total expenses
$4,857,764
Net increase / (decrease)
$5,028,359
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $58.2K · Indirect $0
  2. 2
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240827082114NAL0019294624001 cover?
It is the 2023 Form 5500 filing for Pro2serve 401(K) Plan, reported by Professional Project Services, Inc. (EIN 62-1661329).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages